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Winslow Evans & Crocker’s Lincoln National LNC Stock Holding History

Winslow Evans & Crocker’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 		$8K Hold
150
– – ﹤0.01% 992
2020
Q3 		$5K Sell
150
-81
-35% -$2.89K ﹤0.01% 881
2020
Q2 		$8K Sell
231
-1
-0.4% -$35 ﹤0.01% 785
2020
Q1 		$8K Hold
232
– – ﹤0.01% 758
2019
Q4 		$14K Hold
232
– – ﹤0.01% 740
2019
Q3 		$14K Hold
232
– – ﹤0.01% 718
2019
Q2 		$16K Hold
232
– – ﹤0.01% 717
2019
Q1 		$14K Hold
232
– – ﹤0.01% 741
2018
Q4 		$12K Hold
232
– – ﹤0.01% 734
2018
Q3 		$16K Hold
232
– – ﹤0.01% 715
2018
Q2 		$16K Hold
232
– – 0.01% 714
2018
Q1 		$16.9K Hold
232
– – 0.01% 677
2017
Q4 		$17.8K Hold
232
– – 0.01% 683
2017
Q3 		$17K Buy
232
+1
+0.4% +$71 0.01% 695
2017
Q2 		$15.6K Sell
231
-1
-0.4% -$66 ﹤0.01% 808
2017
Q1 		$15.1K Hold
232
– – ﹤0.01% 798
2016
Q4 		$15.3K Hold
232
– – ﹤0.01% 786
2016
Q3 		$10.9K Sell
232
-260
-53% -$11.6K ﹤0.01% 883
2016
Q2 		$19.1K Sell
492
-87
-15% -$3.69K 0.01% 704
2016
Q1 		$22.7K Sell
579
-163
-22% -$6.37K 0.01% 668
2015
Q4 		$37.2K Buy
742
+16
+2% +$837 0.01% 592
2015
Q3 		$34.4K Sell
726
-9,288
-93% -$498K 0.01% 576
2015
Q2 		$593K Buy
10,014
+218
+2% +$12.8K 0.17% 143
2015
Q1 		$563K Hold
9,796
– – 0.16% 145
2014
Q4 		$565K Sell
9,796
-636
-6% -$34.6K 0.16% 143
2014
Q3 		$559K Sell
10,432
-64
-0.6% -$3.4K 0.16% 149
2014
Q2 		$540K Buy
10,496
+65
+0.6% +$3.21K 0.18% 144
2014
Q1 		$529K Sell
10,431
-400
-4% -$20.1K 0.18% 134
2013
Q4 		$559K Buy
+10,831
New +$519K 0.19% 132

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Winslow Evans & Crocker's LNC Position: Q4 2020 in Review

Winslow Evans & Crocker held its Lincoln National (LNC) position steady in Q4 2020 at 150 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Winslow Evans & Crocker first reported a position in LNC in Q4 2013 and has held it in 29 quarters since. The position peaked at $593K in Q2 2015. 626 funds tracked by Wall St. Rank hold LNC as of Q4 2020.

  • Winslow Evans & Crocker held 150 shares of Lincoln National worth $8K as of Q4 2020.
  • Winslow Evans & Crocker left its Lincoln National share count unchanged in Q4 2020.
  • Lincoln National made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #992 holding.
  • Winslow Evans & Crocker first reported a position in Lincoln National in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Lincoln National position peaked at $593K in Q2 2015.
  • 626 funds tracked by Wall St. Rank held Lincoln National as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.