Newfound Research’s Lincoln National LNC Stock Holding History

Newfound Research’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 Q2	–	Sell	-2	Closed	–	–	130
2020 Q1	$0	Hold	2	–	–	﹤0.01%	151
2019 Q4	$0	Sell	2 -1	-33%	-$59	﹤0.01%	183
2019 Q3	$0	Hold	3	–	–	﹤0.01%	191
2019 Q2	$0	Sell	3 -1	-25%	-$64	﹤0.01%	191
2019 Q1	$0	Hold	4	–	–	﹤0.01%	189
2018 Q4	$0	Hold	4	–	–	﹤0.01%	177
2018 Q3	$0	Sell	4 -1	-20%	-$66	﹤0.01%	204
2018 Q2	$0	Hold	5	–	–	﹤0.01%	193
2018 Q1	$0	Sell	5 -26	-84%	-$2.04K	﹤0.01%	220
2017 Q4	$2K	Sell	31 -1	-3%	-$76	﹤0.01%	112
2017 Q3	$2K	Sell	32 -1	-3%	-$71	﹤0.01%	105
2017 Q2	$2K	Sell	33 -1	-3%	-$66	﹤0.01%	109
2017 Q1	$2K	Sell	34 -1	-3%	-$68	﹤0.01%	108
2016 Q4	$2K	Sell	35 -2	-5%	-$116	﹤0.01%	88
2016 Q3	$2K	Sell	37 -1	-3%	-$45	﹤0.01%	94
2016 Q2	$1K	Buy	+38	New	+$1.61K	﹤0.01%	121

Other funds holding LNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Newfound Research's LNC Position: Q2 2020 in Review

Newfound Research sold out of Lincoln National (LNC) in Q2 2020, closing a stake of 2 shares.

Newfound Research first reported a position in LNC in Q2 2016 and held it in 16 quarters. The position peaked at $2K in Q4 2017. 563 funds tracked by Wall St. Rank hold LNC as of Q2 2020.

Newfound Research reported no remaining Lincoln National position as of Q2 2020 after selling out during the quarter.
Newfound Research sold 2 Lincoln National shares in Q2 2020.
Newfound Research first reported a position in Lincoln National in Q2 2016 and held it in 16 quarters.
Newfound Research's Lincoln National position peaked at $2K in Q4 2017.
563 funds tracked by Wall St. Rank held Lincoln National as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.