VOAM
LNC icon

Vertex One Asset Management’s Lincoln National LNC Stock Holding History

Vertex One 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
2019
Q3 		– Sell
-14,100
Closed -$909K – 128
2019
Q2 		$909K Sell
14,100
-64,000
-82% -$4.09M 0.21% 104
2019
Q1 		$4.58M Buy
+78,100
New +$4.63M 0.99% 30

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 $46.4B AUM 27.74% 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

Vertex One Asset Management's LNC Position: Q3 2019 in Review

Vertex One Asset Management sold out of Lincoln National (LNC) in Q3 2019, closing a stake of 14,100 shares — an estimated $909K sold.

Vertex One Asset Management first reported a position in LNC in Q1 2019 and held it in 2 quarters. The position peaked at $4.58M in Q1 2019. 628 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

  • Vertex One Asset Management reported no remaining Lincoln National position as of Q3 2019 after selling out during the quarter.
  • Vertex One Asset Management sold 14,100 Lincoln National shares in Q3 2019, an estimated $909K.
  • Vertex One Asset Management first reported a position in Lincoln National in Q1 2019 and held it in 2 quarters.
  • Vertex One Asset Management's Lincoln National position peaked at $4.58M in Q1 2019.
  • 628 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on Vertex One Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.