Stearns Financial Services Group’s Lincoln National LNC Stock Holding History

Stearns Financial Services 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	-3,181	Closed	-$205K	–	179
2019 Q2	$205K	Buy	+3,181	New	+$203K	0.04%	125
2018 Q4	–	Sell	-3,577	Closed	-$242K	–	178
2018 Q3	$242K	Hold	3,577	–	–	0.05%	119
2018 Q2	$223K	Hold	3,577	–	–	0.06%	116
2018 Q1	$261K	Hold	3,577	–	–	0.06%	110
2017 Q4	$275K	Buy	3,577 +113	+3%	+$8.55K	0.07%	107
2017 Q3	$255K	Sell	3,464 -206	-6%	-$14.5K	0.06%	108
2017 Q2	$248K	Sell	3,670 -20	-0.5%	-$1.32K	0.06%	116
2017 Q1	$242K	Hold	3,690	–	–	0.06%	116
2016 Q4	$245K	Sell	3,690 -585	-14%	-$34K	0.06%	114
2016 Q3	$201K	Buy	+4,275	New	+$191K	0.05%	125
2015 Q3	–	Sell	-3,651	Closed	-$216K	–	108
2015 Q2	$216K	Buy	3,651 +3	+0.1%	+$176	0.07%	104
2015 Q1	$210K	Buy	+3,648	New	+$204K	0.06%	106
2014 Q4	–	Sell	-4,259	Closed	-$228K	–	108
2014 Q3	$228K	Buy	+4,259	New	+$226K	0.08%	98

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Stearns Financial Services Group's LNC Position: Q3 2019 in Review

Stearns Financial Services Group sold out of Lincoln National (LNC) in Q3 2019, closing a stake of 3,181 shares — an estimated $205K sold.

Stearns Financial Services Group first reported a position in LNC in Q3 2014 and held it in 13 quarters. The position peaked at $275K in Q4 2017. 628 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

Stearns Financial Services Group reported no remaining Lincoln National position as of Q3 2019 after selling out during the quarter.
Stearns Financial Services Group sold 3,181 Lincoln National shares in Q3 2019, an estimated $205K.
Stearns Financial Services Group first reported a position in Lincoln National in Q3 2014 and held it in 13 quarters.
Stearns Financial Services Group's Lincoln National position peaked at $275K in Q4 2017.
628 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on Stearns Financial Services Group's 13F filing for Q3 2019, filed 14 Nov 2019.