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Wright Investors Service’s Lincoln National LNC Stock Holding History

Wright Investors Service’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
Q1 		– Sell
-16,140
Closed -$953K – 141
2019
Q4 		$953K Sell
16,140
-7,584
-32% -$446K 0.33% 88
2019
Q3 		$1.43M Buy
23,724
+792
+3% +$47.4K 0.51% 62
2019
Q2 		$1.48M Buy
22,932
+195
+0.9% +$12.5K 0.56% 55
2019
Q1 		$1.33M Sell
22,737
-52
-0.2% -$3.08K 0.54% 57
2018
Q4 		$1.17M Buy
22,789
+13,567
+147% +$825K 0.5% 61
2018
Q3 		$624K Buy
9,222
+85
+0.9% +$5.61K 0.23% 97
2018
Q2 		$569K Sell
9,137
-47
-0.5% -$3.22K 0.23% 103
2018
Q1 		$671K Buy
+9,184
New +$720K 0.23% 108

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wright Investors Service's LNC Position: Q1 2020 in Review

Wright Investors Service sold out of Lincoln National (LNC) in Q1 2020, closing a stake of 16,140 shares — an estimated $953K sold.

Wright Investors Service first reported a position in LNC in Q1 2018 and held it in 8 quarters. The position peaked at $1.48M in Q2 2019. 517 funds tracked by Wall St. Rank hold LNC as of Q1 2020.

  • Wright Investors Service reported no remaining Lincoln National position as of Q1 2020 after selling out during the quarter.
  • Wright Investors Service sold 16,140 Lincoln National shares in Q1 2020, an estimated $953K.
  • Wright Investors Service first reported a position in Lincoln National in Q1 2018 and held it in 8 quarters.
  • Wright Investors Service's Lincoln National position peaked at $1.48M in Q2 2019.
  • 517 funds tracked by Wall St. Rank held Lincoln National as of Q1 2020.

Based on Wright Investors Service's 13F filing for Q1 2020, filed 30 Apr 2020.