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Secure Asset Management’s Lincoln National LNC Stock Holding History

Secure Asset Management’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
-3,512
Closed -$207K – 136
2019
Q4 		$207K Buy
+3,512
New +$207K 0.15% 145

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Secure Asset Management's LNC Position: Q1 2020 in Review

Secure Asset Management sold out of Lincoln National (LNC) in Q1 2020, closing a stake of 3,512 shares — an estimated $207K sold.

Secure Asset Management first reported a position in LNC in Q4 2019 and held it in 1 quarter. The position peaked at $207K in Q4 2019. 517 funds tracked by Wall St. Rank hold LNC as of Q1 2020.

  • Secure Asset Management reported no remaining Lincoln National position as of Q1 2020 after selling out during the quarter.
  • Secure Asset Management sold 3,512 Lincoln National shares in Q1 2020, an estimated $207K.
  • Secure Asset Management first reported a position in Lincoln National in Q4 2019 and held it in 1 quarter.
  • Secure Asset Management's Lincoln National position peaked at $207K in Q4 2019.
  • 517 funds tracked by Wall St. Rank held Lincoln National as of Q1 2020.

Based on Secure Asset Management's 13F filing for Q1 2020, filed 15 Apr 2020.