Wexford Capital’s Lincoln National LNC Stock Holding History

Wexford Capital’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 Q4	–	Sell	-2,973	Closed	-$93K	–	352
2020 Q3	$93K	Buy	2,973 +83	+3%	+$2.96K	0.02%	161
2020 Q2	$106K	Buy	+2,890	New	+$102K	0.03%	107
2017 Q1	–	Sell	-5,097	Closed	-$338K	–	185
2016 Q4	$338K	Buy	+5,097	New	+$296K	0.03%	183

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

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

Wexford Capital's LNC Position: Q4 2020 in Review

Wexford Capital sold out of Lincoln National (LNC) in Q4 2020, closing a stake of 2,973 shares — an estimated $93K sold.

Wexford Capital first reported a position in LNC in Q4 2016 and held it in 3 quarters. The position peaked at $338K in Q4 2016. 625 funds tracked by Wall St. Rank hold LNC as of Q4 2020.

Wexford Capital reported no remaining Lincoln National position as of Q4 2020 after selling out during the quarter.
Wexford Capital sold 2,973 Lincoln National shares in Q4 2020, an estimated $93K.
Wexford Capital first reported a position in Lincoln National in Q4 2016 and held it in 3 quarters.
Wexford Capital's Lincoln National position peaked at $338K in Q4 2016.
625 funds tracked by Wall St. Rank held Lincoln National as of Q4 2020.

Based on Wexford Capital's 13F filing for Q4 2020, filed 16 Feb 2021.