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	–	352
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 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Richard Bernstein Advisors's LNC Position: Q2 2018 in Review

Richard Bernstein Advisors sold out of Lincoln National (LNC) in Q2 2018, closing a stake of 5,232 shares — an estimated $382K sold.

Richard Bernstein Advisors first reported a position in LNC in Q2 2014 and held it in 5 quarters. The position peaked at $5.43M in Q4 2014. 672 funds tracked by Wall St. Rank hold LNC as of Q2 2018.

Richard Bernstein Advisors reported no remaining Lincoln National position as of Q2 2018 after selling out during the quarter.
Richard Bernstein Advisors sold 5,232 Lincoln National shares in Q2 2018, an estimated $382K.
Richard Bernstein Advisors first reported a position in Lincoln National in Q2 2014 and held it in 5 quarters.
Richard Bernstein Advisors's Lincoln National position peaked at $5.43M in Q4 2014.
672 funds tracked by Wall St. Rank held Lincoln National as of Q2 2018.

Based on Richard Bernstein Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.