Lincoln National Corp’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Lincoln National Corp’s Portfolio BSTZ Stock Details BSTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-14,696	Closed	-$288K	–	876
2022 Q2	$288K	Sell	14,696 -987	-6%	-$23.1K	0.01%	673
2022 Q1	$461K	Buy	15,683 +6,008	+62%	+$179K	0.01%	557
2021 Q4	$377K	Sell	9,675 -4,101	-30%	-$164K	0.01%	631
2021 Q3	$531K	Sell	13,776 -509	-4%	-$20.6K	0.01%	482
2021 Q2	$596K	Buy	+14,285	New	+$542K	0.01%	441

Other funds holding BSTZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Lincoln National Corp's BSTZ Position: Q3 2022 in Review

Lincoln National Corp sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q3 2022, closing a stake of 14,696 shares — an estimated $288K sold.

Lincoln National Corp first reported a position in BSTZ in Q2 2021 and held it in 5 quarters. The position peaked at $596K in Q2 2021. 81 funds tracked by Wall St. Rank hold BSTZ as of Q3 2022.

Lincoln National Corp reported no remaining BlackRock Science and Technology Term Trust position as of Q3 2022 after selling out during the quarter.
Lincoln National Corp sold 14,696 BlackRock Science and Technology Term Trust shares in Q3 2022, an estimated $288K.
Lincoln National Corp first reported a position in BlackRock Science and Technology Term Trust in Q2 2021 and held it in 5 quarters.
Lincoln National Corp's BlackRock Science and Technology Term Trust position peaked at $596K in Q2 2021.
81 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2022.

Based on Lincoln National Corp's 13F filing for Q3 2022, filed 4 Nov 2022.