Symphony Asset Management’s Lincoln National LNC Stock Holding History

Symphony Asset 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
2018 Q3	–	Sell	-11,029	Closed	-$806K	–	250
2018 Q2	$806K	Sell	11,029 -5,140	-32%	-$352K	0.16%	127
2018 Q1	$1.18M	Buy	16,169 +1,348	+9%	+$106K	0.15%	154
2017 Q4	$1.14M	Buy	14,821 +59	+0.4%	+$4.46K	0.12%	174
2017 Q3	$1.08M	Buy	14,762 +737	+5%	+$52K	0.12%	174
2017 Q2	$948K	Sell	14,025 -30,365	-68%	-$2.01M	0.11%	194
2017 Q1	$2.9M	Sell	44,390 -604	-1%	-$41.3K	0.28%	88
2016 Q4	$2.98M	Buy	+44,994	New	+$2.62M	0.3%	80

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Symphony Asset Management's LNC Position: Q3 2018 in Review

Symphony Asset Management sold out of Lincoln National (LNC) in Q3 2018, closing a stake of 11,029 shares — an estimated $806K sold.

Symphony Asset Management first reported a position in LNC in Q4 2016 and held it in 7 quarters. The position peaked at $2.98M in Q4 2016. 660 funds tracked by Wall St. Rank hold LNC as of Q3 2018.

Symphony Asset Management reported no remaining Lincoln National position as of Q3 2018 after selling out during the quarter.
Symphony Asset Management sold 11,029 Lincoln National shares in Q3 2018, an estimated $806K.
Symphony Asset Management first reported a position in Lincoln National in Q4 2016 and held it in 7 quarters.
Symphony Asset Management's Lincoln National position peaked at $2.98M in Q4 2016.
660 funds tracked by Wall St. Rank held Lincoln National as of Q3 2018.

Based on Symphony Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.