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Marietta Investment Partners’s Lincoln National LNC Stock Holding History

Marietta Investment Partners’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
Q2 		– Sell
-32,675
Closed -$2.39M – 148
2018
Q1 		$2.39M Sell
32,675
-6,858
-17% -$538K 0.72% 40
2017
Q4 		$3.04M Buy
39,533
+26,478
+203% +$2M 0.86% 37
2017
Q3 		$959K Buy
13,055
+1,260
+11% +$88.9K 0.29% 71
2017
Q2 		$797K Sell
11,795
-520
-4% -$34.4K 0.26% 74
2017
Q1 		$806K Sell
12,315
-870
-7% -$59.5K 0.27% 80
2016
Q4 		$874K Buy
+13,185
New +$767K 0.31% 70
2016
Q1 		– Sell
-9,250
Closed -$465K – 133
2015
Q4 		$465K Hold
9,250
– – 0.19% 93
2015
Q3 		$510K Sell
9,250
-61,023
-87% -$3.27M 0.2% 88
2015
Q2 		$4.16M Sell
70,273
-5,612
-7% -$329K 1.62% 24
2015
Q1 		$4.36M Buy
75,885
+69,437
+1,077% +$3.88M 1.7% 24
2014
Q4 		$372K Sell
6,448
-180
-3% -$9.8K 0.15% 95
2014
Q3 		$355K Buy
6,628
+260
+4% +$13.8K 0.16% 79
2014
Q2 		$328K Buy
6,368
+1,695
+36% +$83.8K 0.14% 89
2014
Q1 		$237K Buy
+4,673
New +$235K 0.09% 118

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marietta Investment Partners's LNC Position: Q2 2018 in Review

Marietta Investment Partners sold out of Lincoln National (LNC) in Q2 2018, closing a stake of 32,675 shares — an estimated $2.39M sold.

Marietta Investment Partners first reported a position in LNC in Q1 2014 and held it in 14 quarters. The position peaked at $4.36M in Q1 2015. 673 funds tracked by Wall St. Rank hold LNC as of Q2 2018.

  • Marietta Investment Partners reported no remaining Lincoln National position as of Q2 2018 after selling out during the quarter.
  • Marietta Investment Partners sold 32,675 Lincoln National shares in Q2 2018, an estimated $2.39M.
  • Marietta Investment Partners first reported a position in Lincoln National in Q1 2014 and held it in 14 quarters.
  • Marietta Investment Partners's Lincoln National position peaked at $4.36M in Q1 2015.
  • 673 funds tracked by Wall St. Rank held Lincoln National as of Q2 2018.

Based on Marietta Investment Partners's 13F filing for Q2 2018, filed 9 Aug 2018.