PWM
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Perigon Wealth Management’s Lincoln National LNC Stock Holding History

Perigon Wealth 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
-5,660
Closed -$383K – 256
2018
Q3 		$383K Buy
5,660
+1,950
+53% +$129K 0.09% 145
2018
Q2 		$231K Buy
+3,710
New +$254K 0.07% 219

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Perigon Wealth Management's LNC Position: Q4 2018 in Review

Perigon Wealth Management sold out of Lincoln National (LNC) in Q4 2018, closing a stake of 5,660 shares — an estimated $383K sold.

Perigon Wealth Management first reported a position in LNC in Q2 2018 and held it in 2 quarters. The position peaked at $383K in Q3 2018. 635 funds tracked by Wall St. Rank hold LNC as of Q4 2018.

  • Perigon Wealth Management reported no remaining Lincoln National position as of Q4 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 5,660 Lincoln National shares in Q4 2018, an estimated $383K.
  • Perigon Wealth Management first reported a position in Lincoln National in Q2 2018 and held it in 2 quarters.
  • Perigon Wealth Management's Lincoln National position peaked at $383K in Q3 2018.
  • 635 funds tracked by Wall St. Rank held Lincoln National as of Q4 2018.

Based on Perigon Wealth Management's 13F filing for Q4 2018, filed 11 Feb 2019.