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Meritage Portfolio Management’s Lincoln National LNC Stock Holding History

Meritage Portfolio Management’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
2019
Q3 		– Sell
-15,440
Closed -$995K – 243
2019
Q2 		$995K Sell
15,440
-67,385
-81% -$4.31M 0.1% 148
2019
Q1 		$4.86M Buy
82,825
+13,630
+20% +$807K 0.49% 83
2018
Q4 		$3.55M Sell
69,195
-4,855
-7% -$295K 0.41% 104
2018
Q3 		$5.01M Sell
74,050
-920
-1% -$60.7K 0.46% 97
2018
Q2 		$4.67M Sell
74,970
-2,893
-4% -$198K 0.45% 99
2018
Q1 		$5.69M Sell
77,863
-300
-0.4% -$23.5K 0.55% 68
2017
Q4 		$6.01M Buy
+78,163
New +$5.91M 0.58% 64

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $46.4B AUM 27.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Meritage Portfolio Management's LNC Position: Q3 2019 in Review

Meritage Portfolio Management sold out of Lincoln National (LNC) in Q3 2019, closing a stake of 15,440 shares — an estimated $995K sold.

Meritage Portfolio Management first reported a position in LNC in Q4 2017 and held it in 7 quarters. The position peaked at $6.01M in Q4 2017. 627 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

  • Meritage Portfolio Management reported no remaining Lincoln National position as of Q3 2019 after selling out during the quarter.
  • Meritage Portfolio Management sold 15,440 Lincoln National shares in Q3 2019, an estimated $995K.
  • Meritage Portfolio Management first reported a position in Lincoln National in Q4 2017 and held it in 7 quarters.
  • Meritage Portfolio Management's Lincoln National position peaked at $6.01M in Q4 2017.
  • 627 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on Meritage Portfolio Management's 13F filing for Q3 2019, filed 25 Oct 2019.