Parsec Financial Management’s Lincoln National LNC Stock Holding History

Parsec Financial 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
2018 Q4	–	Sell	-3,514	Closed	-$238K	–	234
2018 Q3	$238K	Hold	3,514	–	–	0.02%	213
2018 Q2	$219K	Hold	3,514	–	–	0.01%	214
2018 Q1	$257K	Hold	3,514	–	–	0.02%	208
2017 Q4	$270K	Hold	3,514	–	–	0.02%	207
2017 Q3	$258K	Hold	3,514	–	–	0.02%	211
2017 Q2	$237K	Hold	3,514	–	–	0.02%	182
2017 Q1	$230K	Hold	3,514	–	–	0.02%	184
2016 Q4	$233K	Buy	+3,514	New	+$204K	0.02%	188
2016 Q2	–	Sell	-5,352	Closed	-$210K	–	183
2016 Q1	$210K	Buy	+5,352	New	+$209K	0.02%	170
2015 Q3	–	Sell	-4,604	Closed	-$273K	–	175
2015 Q2	$273K	Hold	4,604	–	–	0.03%	155
2015 Q1	$265K	Hold	4,604	–	–	0.03%	155
2014 Q4	$266K	Hold	4,604	–	–	0.03%	147
2014 Q3	$247K	Hold	4,604	–	–	0.03%	147
2014 Q2	$237K	Hold	4,604	–	–	0.03%	149
2014 Q1	$233K	Hold	4,604	–	–	0.03%	144
2013 Q4	$238K	Buy	+4,604	New	+$221K	0.03%	134

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

LAM

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

Norges Bank Oslo, Norway $1T AUM

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

Parsec Financial Management's LNC Position: Q4 2018 in Review

Parsec Financial Management sold out of Lincoln National (LNC) in Q4 2018, closing a stake of 3,514 shares — an estimated $238K sold.

Parsec Financial Management first reported a position in LNC in Q4 2013 and held it in 16 quarters. The position peaked at $273K in Q2 2015. 636 funds tracked by Wall St. Rank hold LNC as of Q4 2018.

Parsec Financial Management reported no remaining Lincoln National position as of Q4 2018 after selling out during the quarter.
Parsec Financial Management sold 3,514 Lincoln National shares in Q4 2018, an estimated $238K.
Parsec Financial Management first reported a position in Lincoln National in Q4 2013 and held it in 16 quarters.
Parsec Financial Management's Lincoln National position peaked at $273K in Q2 2015.
636 funds tracked by Wall St. Rank held Lincoln National as of Q4 2018.

Based on Parsec Financial Management's 13F filing for Q4 2018, filed 29 Jan 2019.