Zeke Capital Advisors’s Lincoln National LNC Stock Holding History

Zeke Capital 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
2019 Q4	–	Sell	-4,135	Closed	-$249K	–	557
2019 Q3	$249K	Sell	4,135 -1,789	-30%	-$107K	0.02%	482
2019 Q2	$382K	Hold	5,924	–	–	0.04%	421
2019 Q1	$348K	Sell	5,924 -612	-9%	-$36.2K	0.03%	439
2018 Q4	$335K	Buy	6,536 +1,520	+30%	+$92.4K	0.03%	415
2018 Q3	$339K	Sell	5,016 -27	-0.5%	-$1.78K	0.03%	493
2018 Q2	$314K	Sell	5,043 -139	-3%	-$9.51K	0.03%	386
2018 Q1	$379K	Sell	5,182 -76	-1%	-$5.96K	0.04%	393
2017 Q4	$404K	Buy	5,258 +242	+5%	+$18.3K	0.04%	325
2017 Q3	$369K	Buy	5,016 +23	+0.5%	+$1.62K	0.05%	281
2017 Q2	$337K	Buy	4,993 +1,028	+26%	+$68K	0.07%	183
2017 Q1	$260K	Buy	3,965 +701	+21%	+$47.9K	0.05%	201
2016 Q4	$216K	Buy	+3,264	New	+$190K	0.06%	176

Other funds holding LNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Zeke Capital Advisors's LNC Position: Q4 2019 in Review

Zeke Capital Advisors sold out of Lincoln National (LNC) in Q4 2019, closing a stake of 4,135 shares — an estimated $249K sold.

Zeke Capital Advisors first reported a position in LNC in Q4 2016 and held it in 12 quarters. The position peaked at $404K in Q4 2017. 621 funds tracked by Wall St. Rank hold LNC as of Q4 2019.

Zeke Capital Advisors reported no remaining Lincoln National position as of Q4 2019 after selling out during the quarter.
Zeke Capital Advisors sold 4,135 Lincoln National shares in Q4 2019, an estimated $249K.
Zeke Capital Advisors first reported a position in Lincoln National in Q4 2016 and held it in 12 quarters.
Zeke Capital Advisors's Lincoln National position peaked at $404K in Q4 2017.
621 funds tracked by Wall St. Rank held Lincoln National as of Q4 2019.

Based on Zeke Capital Advisors's 13F filing for Q4 2019, filed 17 Jan 2020.