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YHB Investment Advisors’s Lincoln National LNC Stock Holding History

YHB Investment Advisors’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
2018
Q2 		– Sell
-3,950
Closed -$289K – 183
2018
Q1 		$289K Hold
3,950
– – 0.05% 154
2017
Q4 		$304K Sell
3,950
-50
-1% -$3.78K 0.05% 158
2017
Q3 		$294K Buy
4,000
+300
+8% +$21.2K 0.05% 154
2017
Q2 		$250K Sell
3,700
-350
-9% -$23.1K 0.04% 161
2017
Q1 		$267K Hold
4,050
– – 0.05% 158
2016
Q4 		$268K Buy
+4,050
New +$236K 0.06% 150

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

YHB Investment Advisors's LNC Position: Q2 2018 in Review

YHB Investment Advisors sold out of Lincoln National (LNC) in Q2 2018, closing a stake of 3,950 shares — an estimated $289K sold.

YHB Investment Advisors first reported a position in LNC in Q4 2016 and held it in 6 quarters. The position peaked at $304K in Q4 2017. 672 funds tracked by Wall St. Rank hold LNC as of Q2 2018.

  • YHB Investment Advisors reported no remaining Lincoln National position as of Q2 2018 after selling out during the quarter.
  • YHB Investment Advisors sold 3,950 Lincoln National shares in Q2 2018, an estimated $289K.
  • YHB Investment Advisors first reported a position in Lincoln National in Q4 2016 and held it in 6 quarters.
  • YHB Investment Advisors's Lincoln National position peaked at $304K in Q4 2017.
  • 672 funds tracked by Wall St. Rank held Lincoln National as of Q2 2018.

Based on YHB Investment Advisors's 13F filing for Q2 2018, filed 9 Jul 2018.