Tradition Asset Management’s Lincoln National LNC Stock Holding History

Tradition 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
2020 Q2	$5.39M	Sell	146,553 -4,627	-3%	-$163K	1.54%	17
2020 Q1	$3.98M	Buy	151,180 +42,808	+40%	+$2.03M	1.33%	24
2019 Q4	$6.39M	Buy	108,372 +1,522	+1%	+$89.6K	1.55%	15
2019 Q3	$6.45M	Buy	106,850 +17,085	+19%	+$1.02M	1.67%	14
2019 Q2	$5.79M	Buy	+89,765	New	+$5.74M	1.5%	14

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Tradition Asset Management's LNC Position: Q2 2020 in Review

Tradition Asset Management reduced its Lincoln National (LNC) stake by 3.1% in Q2 2020, selling an estimated $163K and leaving 146,553 shares worth $5.39M. The position accounts for 1.54% of the portfolio, ranked #17.

Tradition Asset Management first reported a position in LNC in Q2 2019 and has held it in 5 quarters since. The position peaked at $6.45M in Q3 2019. 562 funds tracked by Wall St. Rank hold LNC as of Q2 2020.

Tradition Asset Management held 146,553 shares of Lincoln National worth $5.39M as of Q2 2020.
Tradition Asset Management sold 4,627 Lincoln National shares in Q2 2020, an estimated $163K.
Lincoln National made up 1.54% of Tradition Asset Management's portfolio in Q2 2020, its #17 holding.
Tradition Asset Management first reported a position in Lincoln National in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's Lincoln National position peaked at $6.45M in Q3 2019.
562 funds tracked by Wall St. Rank held Lincoln National as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.