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Woodley Farra Manion Portfolio Management’s Lincoln National LNC Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-869
Closed -$32K – 265
2020
Q2 		$32K Sell
869
-100
-10% -$3.52K ﹤0.01% 197
2020
Q1 		$26K Hold
969
– – ﹤0.01% 213
2019
Q4 		$57K Buy
+969
New +$57K 0.01% 174

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 $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's LNC Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Lincoln National (LNC) in Q3 2020, closing a stake of 869 shares — an estimated $32K sold.

Woodley Farra Manion Portfolio Management first reported a position in LNC in Q4 2019 and held it in 3 quarters. The position peaked at $57K in Q4 2019. 536 funds tracked by Wall St. Rank hold LNC as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Lincoln National position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 869 Lincoln National shares in Q3 2020, an estimated $32K.
  • Woodley Farra Manion Portfolio Management first reported a position in Lincoln National in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's Lincoln National position peaked at $57K in Q4 2019.
  • 536 funds tracked by Wall St. Rank held Lincoln National as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.