SIAP
LNC icon

Sterling Investment Advisors (Pennsylvania)’s Lincoln National LNC Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-2,000
Closed -$129K – 431
2019
Q2 		$129K Hold
2,000
– – 0.07% 138
2019
Q1 		$117K Buy
+2,000
New +$118K 0.06% 144
2018
Q4 		– Sell
-601
Closed -$41K – 416
2018
Q3 		$41K Hold
601
– – 0.02% 242
2018
Q2 		$37K Hold
601
– – 0.02% 233
2018
Q1 		$44K Hold
601
– – 0.03% 207
2017
Q4 		$46K Hold
601
– – 0.03% 196
2017
Q3 		$44K Hold
601
– – 0.03% 188
2017
Q2 		$41K Hold
601
– – 0.03% 194
2017
Q1 		$39K Buy
+601
New +$41.1K 0.03% 191

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 $55.1B AUM 45.38% 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

Sterling Investment Advisors (Pennsylvania)'s LNC Position: Q3 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Lincoln National (LNC) in Q3 2019, closing a stake of 2,000 shares — an estimated $129K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in LNC in Q1 2017 and held it in 9 quarters. The position peaked at $129K in Q2 2019. 628 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Lincoln National position as of Q3 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 2,000 Lincoln National shares in Q3 2019, an estimated $129K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Lincoln National in Q1 2017 and held it in 9 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Lincoln National position peaked at $129K in Q2 2019.
  • 628 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2019, filed 15 Oct 2019.