Mitsubishi UFJ Securities’s Lincoln National LNC Stock Holding History

Mitsubishi UFJ Securities’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	-1,430	Closed	-$92K	–	156
2019 Q2	$92K	Buy	+1,430	New	+$91.4K	0.3%	117
2018 Q4	–	Sell	-270	Closed	-$18K	–	168
2018 Q3	$18K	Hold	270	–	–	0.06%	151
2018 Q2	$17K	Hold	270	–	–	0.06%	146
2018 Q1	$20K	Hold	270	–	–	0.08%	154
2017 Q4	$21K	Sell	270 -270	-50%	-$20.4K	0.09%	149
2017 Q3	$40K	Hold	540	–	–	0.19%	108
2017 Q2	$36K	Buy	+540	New	+$35.7K	0.19%	105
2015 Q3	–	Sell	-290	Closed	-$17K	–	297
2015 Q2	$17K	Sell	290 -300	-51%	-$17.6K	0.11%	153
2015 Q1	$34K	Buy	+590	New	+$33K	0.09%	96

Other funds holding LNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mitsubishi UFJ Securities's LNC Position: Q3 2019 in Review

Mitsubishi UFJ Securities sold out of Lincoln National (LNC) in Q3 2019, closing a stake of 1,430 shares — an estimated $92K sold.

Mitsubishi UFJ Securities first reported a position in LNC in Q1 2015 and held it in 9 quarters. The position peaked at $92K in Q2 2019. 628 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

Mitsubishi UFJ Securities reported no remaining Lincoln National position as of Q3 2019 after selling out during the quarter.
Mitsubishi UFJ Securities sold 1,430 Lincoln National shares in Q3 2019, an estimated $92K.
Mitsubishi UFJ Securities first reported a position in Lincoln National in Q1 2015 and held it in 9 quarters.
Mitsubishi UFJ Securities's Lincoln National position peaked at $92K in Q2 2019.
628 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on Mitsubishi UFJ Securities's 13F filing for Q3 2019, filed 14 Nov 2019.