Lincoln National Corp’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-417,849	Closed	-$12M	–	180
2024 Q1	$12M	Buy	417,849 +90,912	+28%	+$2.47M	0.19%	81
2023 Q4	$8.41M	Buy	326,937 +16,503	+5%	+$396K	0.15%	86
2023 Q3	$7.12M	Buy	310,434 +8,159	+3%	+$196K	0.14%	91
2023 Q2	$7.34M	Buy	302,275 +15,422	+5%	+$363K	0.15%	91
2023 Q1	$6.61M	Buy	286,853 +22,452	+8%	+$501K	0.14%	94
2022 Q4	$5.56M	Buy	264,401 +81,032	+44%	+$1.66M	0.13%	103
2022 Q3	$3.43M	Buy	183,369 +95,192	+108%	+$1.98M	0.08%	134
2022 Q2	$1.77M	Buy	88,177 +74,448	+542%	+$1.61M	0.04%	228
2022 Q1	$333K	Buy	+13,729	New	+$327K	0.01%	682

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lincoln National Corp's CGGO Position: Q2 2024 in Review

Lincoln National Corp sold out of Capital Group Global Growth Equity ETF (CGGO) in Q2 2024, closing a stake of 417,849 shares — an estimated $12M sold.

Lincoln National Corp first reported a position in CGGO in Q1 2022 and held it in 9 quarters. The position peaked at $12M in Q1 2024. 238 funds tracked by Wall St. Rank hold CGGO as of Q2 2024.

Lincoln National Corp reported no remaining Capital Group Global Growth Equity ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 417,849 Capital Group Global Growth Equity ETF shares in Q2 2024, an estimated $12M.
Lincoln National Corp first reported a position in Capital Group Global Growth Equity ETF in Q1 2022 and held it in 9 quarters.
Lincoln National Corp's Capital Group Global Growth Equity ETF position peaked at $12M in Q1 2024.
238 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.