Salzhauer Michael’s Lincoln National LNC Stock Holding History

Salzhauer Michael’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 Q1	–	Sell	-8,417	Closed	-$497K	–	130
2019 Q4	$497K	Hold	8,417	–	–	0.23%	71
2019 Q3	$508K	Hold	8,417	–	–	0.26%	67
2019 Q2	$542K	Hold	8,417	–	–	0.25%	69
2019 Q1	$494K	Hold	8,417	–	–	0.24%	75
2018 Q4	$432K	Sell	8,417 -270	-3%	-$16.4K	0.24%	74
2018 Q3	$588K	Hold	8,687	–	–	0.22%	82
2018 Q2	$541K	Buy	8,687 +2,100	+32%	+$144K	0.2%	93
2018 Q1	$481K	Hold	6,587	–	–	0.18%	96
2017 Q4	$506K	Hold	6,587	–	–	0.2%	86
2017 Q3	$484K	Buy	6,587 +2	+0%	+$141	0.21%	87
2017 Q2	$445K	Hold	6,585	–	–	0.2%	88
2017 Q1	$431K	Hold	6,585	–	–	0.21%	88
2016 Q4	$436K	Hold	6,585	–	–	0.21%	90
2016 Q3	$309K	Sell	6,585 -15	-0.2%	-$672	0.22%	89
2016 Q2	$256K	Hold	6,600	–	–	0.21%	92
2016 Q1	$259K	Hold	6,600	–	–	0.22%	92
2015 Q4	$332K	Hold	6,600	–	–	0.25%	89
2015 Q3	$313K	Hold	6,600	–	–	0.26%	81
2015 Q2	$391K	Hold	6,600	–	–	0.3%	82
2015 Q1	$379K	Hold	6,600	–	–	0.35%	72
2014 Q4	$381K	Hold	6,600	–	–	0.32%	77
2014 Q3	$344K	Hold	6,600	–	–	0.31%	72
2014 Q2	$340K	Hold	6,600	–	–	0.32%	69
2014 Q1	$334K	Hold	6,600	–	–	0.32%	71
2013 Q4	$341K	Buy	+6,600	New	+$316K	0.34%	68

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Salzhauer Michael's LNC Position: Q1 2020 in Review

Salzhauer Michael sold out of Lincoln National (LNC) in Q1 2020, closing a stake of 8,417 shares — an estimated $497K sold.

Salzhauer Michael first reported a position in LNC in Q4 2013 and held it in 25 quarters. The position peaked at $588K in Q3 2018. 518 funds tracked by Wall St. Rank hold LNC as of Q1 2020.

Salzhauer Michael reported no remaining Lincoln National position as of Q1 2020 after selling out during the quarter.
Salzhauer Michael sold 8,417 Lincoln National shares in Q1 2020, an estimated $497K.
Salzhauer Michael first reported a position in Lincoln National in Q4 2013 and held it in 25 quarters.
Salzhauer Michael's Lincoln National position peaked at $588K in Q3 2018.
518 funds tracked by Wall St. Rank held Lincoln National as of Q1 2020.

Based on Salzhauer Michael's 13F filing for Q1 2020, filed 5 May 2020.