Princeton Alpha Management’s Lincoln National LNC Stock Holding History

Princeton Alpha 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
2017 Q2	–	Sell	-3,787	Closed	-$248K	–	208
2017 Q1	$248K	Buy	+3,787	New	+$259K	0.08%	404
2016 Q3	–	Sell	-36,310	Closed	-$1.41M	–	854
2016 Q2	$1.41M	Sell	36,310 -120,822	-77%	-$5.12M	0.25%	98
2016 Q1	$6.16M	Buy	157,132 +140,664	+854%	+$5.49M	1%	2
2015 Q4	$828K	Buy	+16,468	New	+$862K	0.14%	222
2015 Q3	–	Sell	-12,193	Closed	-$722K	–	830
2015 Q2	$722K	Sell	12,193 -56,995	-82%	-$3.34M	0.14%	201
2015 Q1	$3.98M	Buy	69,188 +60,591	+705%	+$3.38M	0.85%	5
2014 Q4	$496K	Buy	+8,597	New	+$468K	0.14%	226
2014 Q2	–	Sell	-11,778	Closed	-$597K	–	781
2014 Q1	$597K	Buy	11,778 +3,067	+35%	+$154K	0.19%	146
2013 Q4	$450K	Buy	+8,711	New	+$417K	0.33%	73

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Princeton Alpha Management's LNC Position: Q2 2017 in Review

Princeton Alpha Management sold out of Lincoln National (LNC) in Q2 2017, closing a stake of 3,787 shares — an estimated $248K sold.

Princeton Alpha Management first reported a position in LNC in Q4 2013 and held it in 9 quarters. The position peaked at $6.16M in Q1 2016. 646 funds tracked by Wall St. Rank hold LNC as of Q2 2017.

Princeton Alpha Management reported no remaining Lincoln National position as of Q2 2017 after selling out during the quarter.
Princeton Alpha Management sold 3,787 Lincoln National shares in Q2 2017, an estimated $248K.
Princeton Alpha Management first reported a position in Lincoln National in Q4 2013 and held it in 9 quarters.
Princeton Alpha Management's Lincoln National position peaked at $6.16M in Q1 2016.
646 funds tracked by Wall St. Rank held Lincoln National as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.