Psagot Value Holdings’s Lincoln National LNC Stock Holding History

Psagot Value Holdings’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
2019 Q4	–	Sell	-180	Closed	-$11K	–	452
2019 Q3	$11K	Hold	180	–	–	﹤0.01%	371
2019 Q2	$12K	Sell	180 -120	-40%	-$7.67K	﹤0.01%	378
2019 Q1	$18K	Hold	300	–	–	﹤0.01%	398
2018 Q4	$15K	Hold	300	–	–	﹤0.01%	391
2018 Q3	$20K	Hold	300	–	–	﹤0.01%	330
2018 Q2	$19K	Hold	300	–	–	﹤0.01%	302
2018 Q1	$22K	Sell	300 -1,250	-81%	-$98.1K	﹤0.01%	298
2017 Q4	$119K	Hold	1,550	–	–	0.01%	223
2017 Q3	$114K	Buy	1,550 +300	+24%	+$21.2K	﹤0.01%	239
2017 Q2	$84K	Buy	+1,250	New	+$82.7K	﹤0.01%	243

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Psagot Value Holdings's LNC Position: Q4 2019 in Review

Psagot Value Holdings sold out of Lincoln National (LNC) in Q4 2019, closing a stake of 180 shares — an estimated $11K sold.

Psagot Value Holdings first reported a position in LNC in Q2 2017 and held it in 10 quarters. The position peaked at $119K in Q4 2017. 621 funds tracked by Wall St. Rank hold LNC as of Q4 2019.

Psagot Value Holdings reported no remaining Lincoln National position as of Q4 2019 after selling out during the quarter.
Psagot Value Holdings sold 180 Lincoln National shares in Q4 2019, an estimated $11K.
Psagot Value Holdings first reported a position in Lincoln National in Q2 2017 and held it in 10 quarters.
Psagot Value Holdings's Lincoln National position peaked at $119K in Q4 2017.
621 funds tracked by Wall St. Rank held Lincoln National as of Q4 2019.

Based on Psagot Value Holdings's 13F filing for Q4 2019, filed 18 Feb 2020.