RBA
LNC icon

Richard Bernstein Advisors’s Lincoln National LNC Stock Holding History

Richard Bernstein 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
2018
Q2 		– Sell
-5,232
Closed -$382K – 354
2018
Q1 		$382K Hold
5,232
– – 0.01% 293
2017
Q4 		$402K Buy
+5,232
New +$396K 0.02% 262
2015
Q1 		– Sell
-94,249
Closed -$5.43M – 284
2014
Q4 		$5.43M Hold
94,249
– – 0.56% 63
2014
Q3 		$5.05M Buy
94,249
+29,954
+47% +$1.59M 0.53% 66
2014
Q2 		$3.31M Buy
+64,295
New +$3.18M 0.39% 104

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM