Patten Group’s Lincoln National LNC Stock Holding History

Patten Group’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 Q2	–	Sell	-1,000	Closed	-$73K	–	671
2018 Q1	$73K	Hold	1,000	–	–	0.03%	281
2017 Q4	$77K	Hold	1,000	–	–	0.03%	285
2017 Q3	$73K	Hold	1,000	–	–	0.03%	290
2017 Q2	$74K	Hold	1,000	–	–	0.03%	286
2017 Q1	$66K	Hold	1,000	–	–	0.03%	283
2016 Q4	$69K	Hold	1,000	–	–	0.03%	275
2016 Q3	$48.2K	Buy	+1,000	New	+$44.8K	0.02%	320

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 $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Patten Group's LNC Position: Q2 2018 in Review

Patten Group sold out of Lincoln National (LNC) in Q2 2018, closing a stake of 1,000 shares — an estimated $73K sold.

Patten Group first reported a position in LNC in Q3 2016 and held it in 7 quarters. The position peaked at $77K in Q4 2017. 672 funds tracked by Wall St. Rank hold LNC as of Q2 2018.

Patten Group reported no remaining Lincoln National position as of Q2 2018 after selling out during the quarter.
Patten Group sold 1,000 Lincoln National shares in Q2 2018, an estimated $73K.
Patten Group first reported a position in Lincoln National in Q3 2016 and held it in 7 quarters.
Patten Group's Lincoln National position peaked at $77K in Q4 2017.
672 funds tracked by Wall St. Rank held Lincoln National as of Q2 2018.

Based on Patten Group's 13F filing for Q2 2018, filed 14 Aug 2018.