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Mount Lucas Management’s Lincoln National LNC Stock Holding History

Mount Lucas 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
2020
Q4 		– Sell
-124,585
Closed -$3.9M – 124
2020
Q3 		$3.9M Sell
124,585
-7,875
-6% -$281K 0.81% 29
2020
Q2 		$4.87M Sell
132,460
-4,052
-3% -$143K 0.96% 27
2020
Q1 		$3.59M Buy
136,512
+35,596
+35% +$1.69M 0.74% 20
2019
Q4 		$5.96M Sell
100,916
-32,022
-24% -$1.88M 1.19% 28
2019
Q3 		$8.02M Buy
+132,938
New +$7.95M 1.44% 26
2018
Q3 		– Sell
-116,428
Closed -$7.25M – 88
2018
Q2 		$7.25M Sell
116,428
-2,372
-2% -$162K 1.1% 27
2018
Q1 		$8.68M Sell
118,800
-10,511
-8% -$825K 1.4% 22
2017
Q4 		$9.94M Sell
129,311
-5,498
-4% -$416K 1.72% 24
2017
Q3 		$9.91M Buy
+134,809
New +$9.51M 1.79% 24
2014
Q1 		– Sell
-379,643
Closed -$19.6M – 98
2013
Q4 		$19.6M Sell
379,643
-11,104
-3% -$532K 4.28% 6
2013
Q3 		$16.4M Buy
390,747
+23,883
+7% +$1.01M 3.61% 5
2013
Q2 		$13.4M Buy
+366,864
New +$12.5M 3.04% 10

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mount Lucas Management's LNC Position: Q4 2020 in Review

Mount Lucas Management sold out of Lincoln National (LNC) in Q4 2020, closing a stake of 124,585 shares — an estimated $3.9M sold.

Mount Lucas Management first reported a position in LNC in Q2 2013 and held it in 12 quarters. The position peaked at $19.6M in Q4 2013. 626 funds tracked by Wall St. Rank hold LNC as of Q4 2020.

  • Mount Lucas Management reported no remaining Lincoln National position as of Q4 2020 after selling out during the quarter.
  • Mount Lucas Management sold 124,585 Lincoln National shares in Q4 2020, an estimated $3.9M.
  • Mount Lucas Management first reported a position in Lincoln National in Q2 2013 and held it in 12 quarters.
  • Mount Lucas Management's Lincoln National position peaked at $19.6M in Q4 2013.
  • 626 funds tracked by Wall St. Rank held Lincoln National as of Q4 2020.

Based on Mount Lucas Management's 13F filing for Q4 2020, filed 16 Feb 2021.