Lincoln National Corp’s VSE Corp VSEC Stock Holding History

Lincoln National Corp’s Portfolio VSEC Stock Details VSEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-11,214	Closed	-$354K	–	585
2019 Q1	$354K	Hold	11,214	–	–	0.01%	361
2018 Q4	$335K	Hold	11,214	–	–	0.02%	327
2018 Q3	$372K	Buy	11,214 +1,000	+10%	+$40.9K	0.01%	316
2018 Q2	$488K	Sell	10,214 -2,000	-16%	-$100K	0.02%	271
2018 Q1	$632K	Sell	12,214 -23,214	-66%	-$1.15M	0.02%	230
2017 Q4	$1.72M	Buy	35,428 +17,714	+100%	+$908K	0.05%	165
2017 Q3	$1.01M	Buy	17,714 +556	+3%	+$27.7K	0.04%	138
2017 Q2	$772K	Hold	17,158	–	–	0.04%	146
2017 Q1	$700K	Hold	17,158	–	–	0.04%	147
2016 Q4	$666K	Sell	17,158 -5,150	-23%	-$184K	0.04%	152
2016 Q3	$758K	Hold	22,308	–	–	0.04%	139
2016 Q2	$745K	Buy	22,308 +1,000	+5%	+$33.6K	0.04%	134
2016 Q1	$723K	Buy	21,308 +1,200	+6%	+$36.4K	0.05%	126
2015 Q4	$577K	Sell	20,108 -400	-2%	-$10.9K	0.05%	112
2015 Q3	$406K	Buy	20,508 +3,000	+17%	+$68K	0.03%	122
2015 Q2	$438K	Buy	17,508 +4,126	+31%	+$137K	0.03%	120
2015 Q1	$548K	Sell	13,382 -2,634	-16%	-$100K	0.04%	113
2014 Q4	$528K	Buy	+16,016	New	+$447K	0.05%	104

Other funds holding VSEC

Koonce Calvin Scott $121M AUM 37.82% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $488M AUM 28.68% 1-Year Est. Return