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Rational Advisors’s Lincoln National LNC Stock Holding History

Rational Advisors’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
Q4 		– Sell
-262
Closed -$8K – 441
2020
Q3 		$8K Sell
262
-284
-52% -$10.1K ﹤0.01% 310
2020
Q2 		$20K Buy
+546
New +$19.2K 0.01% 279
2020
Q1 		– Sell
-663
Closed -$39K – 367
2019
Q4 		$39K Buy
663
+602
+987% +$35.4K 0.02% 376
2019
Q3 		$4K Sell
61
-381
-86% -$22.8K ﹤0.01% 536
2019
Q2 		$28K Buy
442
+306
+225% +$19.6K 0.01% 402
2019
Q1 		$8K Buy
136
+72
+113% +$4.26K ﹤0.01% 434
2018
Q4 		$3K Buy
64
+58
+967% +$3.53K ﹤0.01% 457
2018
Q3 		$0 Sell
6
-16,035
-100% -$1.06M ﹤0.01% 545
2018
Q2 		$998K Buy
16,041
+16,020
+76,286% +$1.1M 0.47% 84
2018
Q1 		$2K Sell
21
-18,778
-100% -$1.47M ﹤0.01% 474
2017
Q4 		$1.45M Buy
+18,799
New +$1.42M 0.75% 35
2015
Q3 		$5K Hold
102
– – ﹤0.01% 403
2015
Q2 		$6K Hold
102
– – ﹤0.01% 409
2015
Q1 		$6K Sell
102
-68
-40% -$3.8K ﹤0.01% 404
2014
Q4 		$10K Buy
+170
New +$9.25K ﹤0.01% 428
2013
Q4 		$13K Sell
255
-17
-6% -$814 ﹤0.01% 784
2013
Q3 		$11K Hold
272
– – ﹤0.01% 823
2013
Q2 		$10K Buy
+272
New +$9.28K ﹤0.01% 830

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rational Advisors's LNC Position: Q4 2020 in Review

Rational Advisors sold out of Lincoln National (LNC) in Q4 2020, closing a stake of 262 shares — an estimated $8K sold.

Rational Advisors first reported a position in LNC in Q2 2013 and held it in 18 quarters. The position peaked at $1.45M in Q4 2017. 626 funds tracked by Wall St. Rank hold LNC as of Q4 2020.

  • Rational Advisors reported no remaining Lincoln National position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 262 Lincoln National shares in Q4 2020, an estimated $8K.
  • Rational Advisors first reported a position in Lincoln National in Q2 2013 and held it in 18 quarters.
  • Rational Advisors's Lincoln National position peaked at $1.45M in Q4 2017.
  • 626 funds tracked by Wall St. Rank held Lincoln National as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.