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Miller Investment Management’s Lincoln National LNC Stock Holding History

Miller Investment 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
2015
Q1 		– Sell
-6,634
Closed -$383K – 76
2014
Q4 		$383K Hold
6,634
– – 0.15% 51
2014
Q3 		$355K Hold
6,634
– – 0.17% 51
2014
Q2 		$341K Hold
6,634
– – 0.15% 57
2014
Q1 		$336K Buy
6,634
+391
+6% +$19.7K 0.19% 57
2013
Q4 		$322K Sell
6,243
-151
-2% -$7.23K 0.18% 55
2013
Q3 		$268K Sell
6,394
-940
-13% -$39.7K 0.16% 57
2013
Q2 		$267K Buy
+7,334
New +$250K 0.19% 56

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Miller Investment Management's LNC Position: Q1 2015 in Review

Miller Investment Management sold out of Lincoln National (LNC) in Q1 2015, closing a stake of 6,634 shares — an estimated $383K sold.

Miller Investment Management first reported a position in LNC in Q2 2013 and held it in 7 quarters. The position peaked at $383K in Q4 2014. 589 funds tracked by Wall St. Rank hold LNC as of Q1 2015.

  • Miller Investment Management reported no remaining Lincoln National position as of Q1 2015 after selling out during the quarter.
  • Miller Investment Management sold 6,634 Lincoln National shares in Q1 2015, an estimated $383K.
  • Miller Investment Management first reported a position in Lincoln National in Q2 2013 and held it in 7 quarters.
  • Miller Investment Management's Lincoln National position peaked at $383K in Q4 2014.
  • 589 funds tracked by Wall St. Rank held Lincoln National as of Q1 2015.

Based on Miller Investment Management's 13F filing for Q1 2015, filed 13 May 2015.