Neuburgh Advisers’s Lincoln National LNC Stock Holding History

Neuburgh Advisers’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	$8.21M	Sell	136,114 -13,596	-9%	-$813K	0.26%	85
2019 Q2	$9.65M	Buy	149,710 +53,768	+56%	+$3.44M	0.31%	72
2019 Q1	$5.63M	Buy	95,942 +45,562	+90%	+$2.7M	0.19%	106
2018 Q4	$2.58M	Buy	50,380 +12,804	+34%	+$778K	0.1%	167
2018 Q3	$2.54M	Sell	37,576 -8,052	-18%	-$531K	0.08%	190
2018 Q2	$2.84M	Sell	45,628 -97,108	-68%	-$6.65M	0.09%	174
2018 Q1	$10.4M	Sell	142,736 -109,824	-43%	-$8.62M	0.36%	61
2017 Q4	$19.4M	Buy	252,560 +15,444	+7%	+$1.17M	0.7%	39
2017 Q3	$17.4M	Buy	237,116 +73,568	+45%	+$5.19M	0.65%	41
2017 Q2	$11.1M	Buy	163,548 +74,536	+84%	+$4.93M	0.42%	60
2017 Q1	$5.83M	Buy	89,012 +4,334	+5%	+$296K	0.23%	89
2016 Q4	$5.61M	Buy	+84,678	New	+$4.93M	0.25%	83

Other funds holding LNC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Neuburgh Advisers's LNC Position: Q3 2019 in Review

Neuburgh Advisers reduced its Lincoln National (LNC) stake by 9.1% in Q3 2019, selling an estimated $813K and leaving 136,114 shares worth $8.21M. The position accounts for 0.26% of the portfolio, ranked #85.

Neuburgh Advisers first reported a position in LNC in Q4 2016 and has held it in 12 quarters since. The position peaked at $19.4M in Q4 2017. 627 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

Neuburgh Advisers held 136,114 shares of Lincoln National worth $8.21M as of Q3 2019.
Neuburgh Advisers sold 13,596 Lincoln National shares in Q3 2019, an estimated $813K.
Lincoln National made up 0.26% of Neuburgh Advisers's portfolio in Q3 2019, its #85 holding.
Neuburgh Advisers first reported a position in Lincoln National in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's Lincoln National position peaked at $19.4M in Q4 2017.
627 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.