MC
LNC icon

Muhlenkamp & Co’s Lincoln National LNC Stock Holding History

Muhlenkamp & Co’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
Q3 		– Sell
-208,505
Closed -$12.3M – 70
2015
Q2 		$12.3M Sell
208,505
-99,805
-32% -$5.84M 2.78% 16
2015
Q1 		$17.7M Buy
308,310
+75
+0% +$4.19K 3.75% 6
2014
Q4 		$17.8M Hold
308,235
– – 3.59% 8
2014
Q3 		$16.5M Hold
308,235
– – 3.02% 11
2014
Q2 		$15.9M Buy
308,235
+245
+0.1% +$12.1K 2.82% 12
2014
Q1 		$15.6M Buy
307,990
+710
+0.2% +$35.7K 2.77% 14
2013
Q4 		$15.9M Hold
307,280
– – 2.81% 15
2013
Q3 		$12.9M Buy
307,280
+2,585
+0.8% +$109K 2.6% 16
2013
Q2 		$11.1M Buy
+304,695
New +$10.4M 2.34% 18

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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return