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Winton Capital Management’s Lincoln National LNC Stock Holding History

Winton Capital 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
2014
Q1 		$62M Buy
1,222,637
+436,122
+55% +$21.9M 0.43% 61
2013
Q4 		$40.6M Buy
786,515
+335,471
+74% +$16.1M 0.36% 92
2013
Q3 		$18.9M Buy
451,044
+109,934
+32% +$4.64M 0.23% 170
2013
Q2 		$12.4M Buy
+341,110
New +$11.6M 0.15% 229

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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Winton Capital Management's LNC Position: Q1 2014 in Review

Winton Capital Management increased its Lincoln National (LNC) stake by 55% in Q1 2014, buying an estimated $21.9M and bringing the position to 1,222,637 shares worth $62M. The position accounts for 0.43% of the portfolio, ranked #61.

Winton Capital Management first reported a position in LNC in Q2 2013 and has held it in 4 quarters since. 541 funds tracked by Wall St. Rank hold LNC as of Q1 2014.

  • Winton Capital Management held 1,222,637 shares of Lincoln National worth $62M as of Q1 2014.
  • Winton Capital Management bought 436,122 Lincoln National shares in Q1 2014, an estimated $21.9M.
  • Lincoln National made up 0.43% of Winton Capital Management's portfolio in Q1 2014, its #61 holding.
  • Winton Capital Management first reported a position in Lincoln National in Q2 2013 and has held it in 4 quarters since.
  • 541 funds tracked by Wall St. Rank held Lincoln National as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.