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Sonora Investment Management’s Lincoln National LNC Stock Holding History

Sonora Investment 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
2019
Q3 		– Sell
-51
Closed -$3K – 1780
2019
Q2 		$3K Buy
+51
New +$3.26K ﹤0.01% 1518
2015
Q4 		– Sell
-95
Closed -$5K – 989
2015
Q3 		$5K Buy
+95
New +$5.09K ﹤0.01% 717

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

Sonora Investment Management's LNC Position: Q3 2019 in Review

Sonora Investment Management sold out of Lincoln National (LNC) in Q3 2019, closing a stake of 51 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in LNC in Q3 2015 and held it in 2 quarters. The position peaked at $5K in Q3 2015. 627 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

  • Sonora Investment Management reported no remaining Lincoln National position as of Q3 2019 after selling out during the quarter.
  • Sonora Investment Management sold 51 Lincoln National shares in Q3 2019, an estimated $3K.
  • Sonora Investment Management first reported a position in Lincoln National in Q3 2015 and held it in 2 quarters.
  • Sonora Investment Management's Lincoln National position peaked at $5K in Q3 2015.
  • 627 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on Sonora Investment Management's 13F filing for Q3 2019, filed 15 Oct 2019.