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UBS’s Lincoln National LNC Stock Holding History

UBS’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
2014
Q3 		$509K Buy
9,500
+900
+10% +$47.9K ﹤0.01% 4260
2014
Q2 		$442K Sell
8,600
-7,800
-48% -$385K ﹤0.01% 4340
2014
Q1 		$831K Sell
16,400
-4,100
-20% -$206K ﹤0.01% 3681
2013
Q4 		$1.06M Sell
20,500
-2,400
-10% -$115K ﹤0.01% 3482
2013
Q3 		$962K Sell
22,900
-23,100
-50% -$975K ﹤0.01% 3384
2013
Q2 		$1.68M Buy
+46,000
New +$1.57M ﹤0.01% 2738

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS's LNC Position: Q3 2014 in Review

UBS increased its Lincoln National (LNC) stake by 8.6% in Q3 2014, buying an estimated $3.84M and bringing the position to 909,263 shares worth $48.7M. The position accounts for 0.04% of the portfolio, ranked #518.

UBS first reported a position in LNC in Q2 2013 and has held it in 6 quarters since. The position peaked at $61.6M in Q1 2014. 557 funds tracked by Wall St. Rank hold LNC as of Q3 2014.

  • UBS held 909,263 shares of Lincoln National worth $48.7M as of Q3 2014.
  • UBS bought 72,256 Lincoln National shares in Q3 2014, an estimated $3.84M.
  • Lincoln National made up 0.04% of UBS's portfolio in Q3 2014, its #518 holding.
  • UBS first reported a position in Lincoln National in Q2 2013 and has held it in 6 quarters since.
  • UBS's Lincoln National position peaked at $61.6M in Q1 2014.
  • 557 funds tracked by Wall St. Rank held Lincoln National as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.