Lourd Capital’s Lincoln National LNC Stock Holding History

Lourd Capital’s Portfolio LNC Stock Details LNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,704	Closed	-$251K	–	324
2018 Q3	$251K	Buy	+3,704	New	+$244K	0.02%	260
2018 Q1	–	Sell	-3,750	Closed	-$288K	–	231
2017 Q4	$288K	Buy	+3,750	New	+$284K	0.02%	247

Other funds holding LNC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lourd Capital's LNC Position: Q4 2018 in Review

Lourd Capital sold out of Lincoln National (LNC) in Q4 2018, closing a stake of 3,704 shares — an estimated $251K sold.

Lourd Capital first reported a position in LNC in Q4 2017 and held it in 2 quarters. The position peaked at $288K in Q4 2017. 635 funds tracked by Wall St. Rank hold LNC as of Q4 2018.

Lourd Capital reported no remaining Lincoln National position as of Q4 2018 after selling out during the quarter.
Lourd Capital sold 3,704 Lincoln National shares in Q4 2018, an estimated $251K.
Lourd Capital first reported a position in Lincoln National in Q4 2017 and held it in 2 quarters.
Lourd Capital's Lincoln National position peaked at $288K in Q4 2017.
635 funds tracked by Wall St. Rank held Lincoln National as of Q4 2018.

Based on Lourd Capital's 13F filing for Q4 2018, filed 17 Jan 2019.