Sippican Capital Advisors’s Lincoln National LNC Stock Holding History

Sippican Capital 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	-3,050	Closed	-$223K	–	108
2018 Q1	$223K	Sell	3,050 -128	-4%	-$10K	0.23%	97
2017 Q4	$244K	Hold	3,178	–	–	0.24%	92
2017 Q3	$234K	Hold	3,178	–	–	0.24%	92
2017 Q2	$215K	Hold	3,178	–	–	0.23%	95
2017 Q1	$208K	Hold	3,178	–	–	0.22%	99
2016 Q4	$211K	Buy	+3,178	New	+$185K	0.22%	96
2015 Q3	–	Sell	-3,378	Closed	-$200K	–	97
2015 Q2	$200K	Buy	+3,378	New	+$198K	0.2%	102

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

Sippican Capital Advisors's LNC Position: Q2 2018 in Review

Sippican Capital Advisors sold out of Lincoln National (LNC) in Q2 2018, closing a stake of 3,050 shares — an estimated $223K sold.

Sippican Capital Advisors first reported a position in LNC in Q2 2015 and held it in 7 quarters. The position peaked at $244K in Q4 2017. 672 funds tracked by Wall St. Rank hold LNC as of Q2 2018.

Sippican Capital Advisors reported no remaining Lincoln National position as of Q2 2018 after selling out during the quarter.
Sippican Capital Advisors sold 3,050 Lincoln National shares in Q2 2018, an estimated $223K.
Sippican Capital Advisors first reported a position in Lincoln National in Q2 2015 and held it in 7 quarters.
Sippican Capital Advisors's Lincoln National position peaked at $244K in Q4 2017.
672 funds tracked by Wall St. Rank held Lincoln National as of Q2 2018.

Based on Sippican Capital Advisors's 13F filing for Q2 2018, filed 17 Jul 2018.