Private Ocean’s Lincoln National LNC Stock Holding History

Private Ocean’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
2020 Q3	–	Sell	-1,548	Closed	-$56K	–	533
2020 Q2	$56K	Hold	1,548	–	–	0.01%	194
2020 Q1	$40K	Hold	1,548	–	–	0.01%	241
2019 Q4	$92K	Hold	1,548	–	–	0.02%	166
2019 Q3	$94K	Hold	1,548	–	–	0.02%	157
2019 Q2	$99K	Hold	1,548	–	–	0.03%	140
2019 Q1	$91K	Sell	1,548 -382	-20%	-$22.6K	0.02%	151
2018 Q4	$99K	Hold	1,930	–	–	0.03%	137
2018 Q3	$131K	Hold	1,930	–	–	0.06%	95
2018 Q2	$120K	Hold	1,930	–	–	0.06%	100
2018 Q1	$141K	Sell	1,930 -66	-3%	-$5.18K	0.07%	100
2017 Q4	$153K	Buy	1,996 +66	+3%	+$4.99K	0.09%	66
2017 Q3	$142K	Hold	1,930	–	–	0.09%	56
2017 Q2	$130K	Hold	1,930	–	–	0.08%	56
2017 Q1	$126K	Hold	1,930	–	–	0.08%	59
2016 Q4	$128K	Hold	1,930	–	–	0.09%	63
2016 Q3	$91K	Hold	1,930	–	–	0.06%	86
2016 Q2	$75K	Hold	1,930	–	–	0.05%	89
2016 Q1	$76K	Hold	1,930	–	–	0.06%	82
2015 Q4	$97K	Hold	1,930	–	–	0.07%	71
2015 Q3	$92K	Buy	+1,930	New	+$103K	0.07%	71

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Private Ocean's LNC Position: Q3 2020 in Review

Private Ocean sold out of Lincoln National (LNC) in Q3 2020, closing a stake of 1,548 shares — an estimated $56K sold.

Private Ocean first reported a position in LNC in Q3 2015 and held it in 20 quarters. The position peaked at $153K in Q4 2017. 536 funds tracked by Wall St. Rank hold LNC as of Q3 2020.

Private Ocean reported no remaining Lincoln National position as of Q3 2020 after selling out during the quarter.
Private Ocean sold 1,548 Lincoln National shares in Q3 2020, an estimated $56K.
Private Ocean first reported a position in Lincoln National in Q3 2015 and held it in 20 quarters.
Private Ocean's Lincoln National position peaked at $153K in Q4 2017.
536 funds tracked by Wall St. Rank held Lincoln National as of Q3 2020.

Based on Private Ocean's 13F filing for Q3 2020, filed 30 Oct 2020.