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	–	–	132
2020 Q1	$0	Hold	2	–	–	﹤0.01%	153
2019 Q4	$0	Sell	2 -1	-33%	-$59	﹤0.01%	185
2019 Q3	$0	Hold	3	–	–	﹤0.01%	192
2019 Q2	$0	Sell	3 -1	-25%	-$64	﹤0.01%	192
2019 Q1	$0	Hold	4	–	–	﹤0.01%	189
2018 Q4	$0	Hold	4	–	–	﹤0.01%	178
2018 Q3	$0	Sell	4 -1	-20%	-$66	﹤0.01%	205
2018 Q2	$0	Hold	5	–	–	﹤0.01%	194
2018 Q1	$0	Sell	5 -26	-84%	-$2.04K	﹤0.01%	221
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 $5.7T AUM 30.48% 1-Year Est. Return

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

LSV Asset Management

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Geode Capital Management

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

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return