Strategic Global Advisors’s Lincoln National LNC Stock Holding History

Strategic Global 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
2019 Q4	–	Sell	-3,324	Closed	-$201K	–	151
2019 Q3	$201K	Hold	3,324	–	–	0.05%	150
2019 Q2	$214K	Buy	+3,324	New	+$212K	0.05%	144
2018 Q4	–	Sell	-5,421	Closed	-$367K	–	184
2018 Q3	$367K	Hold	5,421	–	–	0.11%	143
2018 Q2	$396K	Hold	5,421	–	–	0.1%	140
2018 Q1	$396K	Hold	5,421	–	–	0.14%	129
2017 Q4	$417K	Hold	5,421	–	–	0.14%	118
2017 Q3	$398K	Hold	5,421	–	–	0.15%	122
2017 Q2	$366K	Buy	+5,421	New	+$358K	0.13%	121
2015 Q3	–	Sell	-9,375	Closed	-$555K	–	139
2015 Q2	$555K	Sell	9,375 -2,730	-23%	-$160K	0.32%	72
2015 Q1	$696K	Hold	12,105	–	–	0.51%	52
2014 Q4	$698K	Buy	+12,105	New	+$659K	0.62%	52

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

Strategic Global Advisors's LNC Position: Q4 2019 in Review

Strategic Global Advisors sold out of Lincoln National (LNC) in Q4 2019, closing a stake of 3,324 shares — an estimated $201K sold.

Strategic Global Advisors first reported a position in LNC in Q4 2014 and held it in 11 quarters. The position peaked at $698K in Q4 2014. 621 funds tracked by Wall St. Rank hold LNC as of Q4 2019.

Strategic Global Advisors reported no remaining Lincoln National position as of Q4 2019 after selling out during the quarter.
Strategic Global Advisors sold 3,324 Lincoln National shares in Q4 2019, an estimated $201K.
Strategic Global Advisors first reported a position in Lincoln National in Q4 2014 and held it in 11 quarters.
Strategic Global Advisors's Lincoln National position peaked at $698K in Q4 2014.
621 funds tracked by Wall St. Rank held Lincoln National as of Q4 2019.

Based on Strategic Global Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.