SFG
LNC icon

SevenBridge Financial Group’s Lincoln National LNC Stock Holding History

SevenBridge Financial Group’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
2019
Q3 		– Sell
-350
Closed -$23K – 385
2019
Q2 		$23K Hold
350
– – 0.01% 372
2019
Q1 		$21K Sell
350
-215
-38% -$12.7K 0.01% 340
2018
Q4 		$29K Hold
565
– – 0.02% 261
2018
Q3 		$38K Hold
565
– – 0.02% 262
2018
Q2 		$35K Hold
565
– – 0.02% 283
2018
Q1 		$41K Buy
+565
New +$44.3K 0.02% 265

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

SevenBridge Financial Group's LNC Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Lincoln National (LNC) in Q3 2019, closing a stake of 350 shares — an estimated $23K sold.

SevenBridge Financial Group first reported a position in LNC in Q1 2018 and held it in 6 quarters. The position peaked at $41K in Q1 2018. 627 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

  • SevenBridge Financial Group reported no remaining Lincoln National position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 350 Lincoln National shares in Q3 2019, an estimated $23K.
  • SevenBridge Financial Group first reported a position in Lincoln National in Q1 2018 and held it in 6 quarters.
  • SevenBridge Financial Group's Lincoln National position peaked at $41K in Q1 2018.
  • 627 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.