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Oakbrook Investments’s Lincoln National LNC Stock Holding History

Oakbrook Investments’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 		– Sell
-20,100
Closed -$1.29M – 626
2019
Q2 		$1.29M Sell
20,100
-980
-5% -$62.6K 0.08% 214
2019
Q1 		$1.24M Sell
21,080
-500
-2% -$29.6K 0.08% 210
2018
Q4 		$1.11M Sell
21,580
-3,180
-13% -$193K 0.08% 202
2018
Q3 		$1.68M Buy
24,760
+6,820
+38% +$450K 0.09% 185
2018
Q2 		$1.12M Buy
17,940
+8,670
+94% +$593K 0.07% 201
2018
Q1 		$677K Buy
+9,270
New +$727K 0.04% 298
2017
Q4 		– Sell
-16,610
Closed -$1.22M – 595
2017
Q3 		$1.22M Sell
16,610
-2,800
-14% -$198K 0.08% 196
2017
Q2 		$1.31M Buy
19,410
+8,410
+76% +$556K 0.09% 170
2017
Q1 		$720K Sell
11,000
-10,950
-50% -$749K 0.05% 283
2016
Q4 		$1.46M Sell
21,950
-2,450
-10% -$143K 0.1% 175
2016
Q3 		$1.15M Sell
24,400
-5,200
-18% -$233K 0.07% 232
2016
Q2 		$1.15M Buy
29,600
+1,600
+6% +$67.9K 0.06% 241
2016
Q1 		$1.1M Buy
28,000
+1,200
+4% +$46.9K 0.07% 224
2015
Q4 		$1.35M Sell
26,800
-7,100
-21% -$372K 0.09% 193
2015
Q3 		$1.61M Buy
33,900
+29,800
+727% +$1.6M 0.11% 177
2015
Q2 		$243K Sell
4,100
-16,400
-80% -$960K 0.01% 488
2015
Q1 		$1.18M Buy
+20,500
New +$1.14M 0.06% 271

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Oakbrook Investments's LNC Position: Q3 2019 in Review

Oakbrook Investments sold out of Lincoln National (LNC) in Q3 2019, closing a stake of 20,100 shares — an estimated $1.29M sold.

Oakbrook Investments first reported a position in LNC in Q1 2015 and held it in 17 quarters. The position peaked at $1.68M in Q3 2018. 628 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

  • Oakbrook Investments reported no remaining Lincoln National position as of Q3 2019 after selling out during the quarter.
  • Oakbrook Investments sold 20,100 Lincoln National shares in Q3 2019, an estimated $1.29M.
  • Oakbrook Investments first reported a position in Lincoln National in Q1 2015 and held it in 17 quarters.
  • Oakbrook Investments's Lincoln National position peaked at $1.68M in Q3 2018.
  • 628 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on Oakbrook Investments's 13F filing for Q3 2019, filed 18 Oct 2019.