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Moody Lynn & Lieberson’s Lincoln National LNC Stock Holding History

Moody Lynn & Lieberson’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
2014
Q4 		– Sell
-39,647
Closed -$2.12M – 199
2014
Q3 		$2.12M Sell
39,647
-619
-2% -$32.9K 0.32% 80
2014
Q2 		$2.07M Sell
40,266
-430
-1% -$21.2K 0.28% 84
2014
Q1 		$2.06M Sell
40,696
-150,330
-79% -$7.56M 0.3% 87
2013
Q4 		$9.86M Buy
+191,026
New +$9.15M 1.34% 24

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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $131B AUM 28.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moody Lynn & Lieberson's LNC Position: Q4 2014 in Review

Moody Lynn & Lieberson sold out of Lincoln National (LNC) in Q4 2014, closing a stake of 39,647 shares — an estimated $2.12M sold.

Moody Lynn & Lieberson first reported a position in LNC in Q4 2013 and held it in 4 quarters. The position peaked at $9.86M in Q4 2013. 585 funds tracked by Wall St. Rank hold LNC as of Q4 2014.

  • Moody Lynn & Lieberson reported no remaining Lincoln National position as of Q4 2014 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 39,647 Lincoln National shares in Q4 2014, an estimated $2.12M.
  • Moody Lynn & Lieberson first reported a position in Lincoln National in Q4 2013 and held it in 4 quarters.
  • Moody Lynn & Lieberson's Lincoln National position peaked at $9.86M in Q4 2013.
  • 585 funds tracked by Wall St. Rank held Lincoln National as of Q4 2014.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2014, filed 28 Jan 2015.