Yorktown Management & Research Company’s Lincoln National LNC Stock Holding History

Yorktown Management & Research Company’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
2019 Q3	–	Sell	-13,300	Closed	-$857K	–	322
2019 Q2	$857K	Sell	13,300 -1,465	-10%	-$93.6K	0.32%	81
2019 Q1	$867K	Hold	14,765	–	–	0.28%	87
2018 Q4	$758K	Hold	14,765	–	–	0.25%	110
2018 Q3	$999K	Sell	14,765 -20,000	-58%	-$1.32M	0.29%	100
2018 Q2	$2.16M	Buy	34,765 +2,765	+9%	+$189K	0.63%	32
2018 Q1	$2.34M	Hold	32,000	–	–	0.69%	29
2017 Q4	$2.46M	Hold	32,000	–	–	0.71%	27
2017 Q3	$2.35M	Buy	32,000 +12,000	+60%	+$847K	0.62%	28
2017 Q2	$1.35M	Hold	20,000	–	–	0.43%	42
2017 Q1	$1.31M	Buy	20,000 +3,500	+21%	+$239K	0.34%	64
2016 Q4	$1.09M	Buy	+16,500	New	+$960K	0.28%	71
2015 Q1	–	Sell	-13,700	Closed	-$790K	–	498
2014 Q4	$790K	Buy	13,700 +3,700	+37%	+$201K	0.17%	94
2014 Q3	$536K	Sell	10,000 -4,100	-29%	-$218K	0.1%	114
2014 Q2	$725K	Hold	14,100	–	–	0.13%	109
2014 Q1	$715K	Sell	14,100 -600	-4%	-$30.2K	0.14%	109
2013 Q4	$759K	Buy	14,700 +4,700	+47%	+$225K	0.15%	102
2013 Q3	$420K	Buy	+10,000	New	+$422K	0.09%	127

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Yorktown Management & Research Company's LNC Position: Q3 2019 in Review

Yorktown Management & Research Company sold out of Lincoln National (LNC) in Q3 2019, closing a stake of 13,300 shares — an estimated $857K sold.

Yorktown Management & Research Company first reported a position in LNC in Q3 2013 and held it in 17 quarters. The position peaked at $2.46M in Q4 2017. 628 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

Yorktown Management & Research Company reported no remaining Lincoln National position as of Q3 2019 after selling out during the quarter.
Yorktown Management & Research Company sold 13,300 Lincoln National shares in Q3 2019, an estimated $857K.
Yorktown Management & Research Company first reported a position in Lincoln National in Q3 2013 and held it in 17 quarters.
Yorktown Management & Research Company's Lincoln National position peaked at $2.46M in Q4 2017.
628 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on Yorktown Management & Research Company's 13F filing for Q3 2019, filed 1 Nov 2019.