NYLT
LNC icon

New York Life Trust’s Lincoln National LNC Stock Holding History

New York Life Trust’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
2017
Q1 		$1K Sell
10
-1,440
-99% -$98.5K 0.05% 185
2016
Q4 		$96K Buy
+1,450
New +$84.3K 0.46% 87
2016
Q1 		– Sell
-2,137
Closed -$107K – 268
2015
Q4 		$107K Buy
2,137
+101
+5% +$5.29K 0.46% 80
2015
Q3 		$97K Buy
2,036
+1,976
+3,293% +$106K 0.43% 97
2015
Q2 		$4K Sell
60
-1,534
-96% -$89.8K 0.02% 194
2015
Q1 		$92K Sell
1,594
-752
-32% -$42K 0.37% 116
2014
Q4 		$135K Sell
2,346
-57
-2% -$3.1K 0.53% 64
2014
Q3 		$129K Hold
2,403
– – 0.53% 64
2014
Q2 		$124K Buy
2,403
+444
+23% +$21.9K 0.52% 69
2014
Q1 		$99K Sell
1,959
-201
-9% -$10.1K 0.44% 103
2013
Q4 		$111K Sell
2,160
-204
-9% -$9.77K 0.5% 64
2013
Q3 		$99K Buy
2,364
+839
+55% +$35.4K 0.5% 79
2013
Q2 		$56K Buy
+1,525
New +$52K 0.26% 126

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New York Life Trust's LNC Position: Q1 2017 in Review

New York Life Trust reduced its Lincoln National (LNC) stake by 99% in Q1 2017, selling an estimated $98.5K and leaving 10 shares worth $1K. The position accounts for 0.05% of the portfolio, ranked #185.

New York Life Trust first reported a position in LNC in Q2 2013 and has held it in 13 quarters since. The position peaked at $135K in Q4 2014. 637 funds tracked by Wall St. Rank hold LNC as of Q1 2017.

  • New York Life Trust held 10 shares of Lincoln National worth $1K as of Q1 2017.
  • New York Life Trust sold 1,440 Lincoln National shares in Q1 2017, an estimated $98.5K.
  • Lincoln National made up 0.05% of New York Life Trust's portfolio in Q1 2017, its #185 holding.
  • New York Life Trust first reported a position in Lincoln National in Q2 2013 and has held it in 13 quarters since.
  • New York Life Trust's Lincoln National position peaked at $135K in Q4 2014.
  • 637 funds tracked by Wall St. Rank held Lincoln National as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.