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Osborne Partners Capital Management’s Lincoln National LNC Stock Holding History

Osborne Partners Capital Management’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
2015
Q1 		– Sell
-3,600
Closed -$208K – 183
2014
Q4 		$208K Buy
+3,600
New +$196K 0.03% 175
2013
Q4 		– Sell
-6,450
Closed -$271K – 182
2013
Q3 		$271K Sell
6,450
-100
-2% -$4.22K 0.04% 157
2013
Q2 		$239K Buy
+6,550
New +$223K 0.03% 160

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Osborne Partners Capital Management's LNC Position: Q1 2015 in Review

Osborne Partners Capital Management sold out of Lincoln National (LNC) in Q1 2015, closing a stake of 3,600 shares — an estimated $208K sold.

Osborne Partners Capital Management first reported a position in LNC in Q2 2013 and held it in 3 quarters. The position peaked at $271K in Q3 2013. 588 funds tracked by Wall St. Rank hold LNC as of Q1 2015.

  • Osborne Partners Capital Management reported no remaining Lincoln National position as of Q1 2015 after selling out during the quarter.
  • Osborne Partners Capital Management sold 3,600 Lincoln National shares in Q1 2015, an estimated $208K.
  • Osborne Partners Capital Management first reported a position in Lincoln National in Q2 2013 and held it in 3 quarters.
  • Osborne Partners Capital Management's Lincoln National position peaked at $271K in Q3 2013.
  • 588 funds tracked by Wall St. Rank held Lincoln National as of Q1 2015.

Based on Osborne Partners Capital Management's 13F filing for Q1 2015, filed 28 Apr 2015.