LNC
DMB

Lincoln National Corp’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Lincoln National Corp’s Portfolio DMB Stock Details DMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-22,244
Closed -$234K – 1005
2022
Q4 		$234K Sell
22,244
-591
-3% -$6.34K 0.01% 816
2022
Q3 		$261K Buy
22,835
+7,681
+51% +$102K 0.01% 704
2022
Q2 		$197K Buy
+15,154
New +$182K ﹤0.01% 813

Other funds holding DMB

Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lincoln National Corp's DMB Position: Q1 2023 in Review

Lincoln National Corp sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q1 2023, closing a stake of 22,244 shares — an estimated $234K sold.

Lincoln National Corp first reported a position in DMB in Q2 2022 and held it in 3 quarters. The position peaked at $261K in Q3 2022. 56 funds tracked by Wall St. Rank hold DMB as of Q1 2023.

  • Lincoln National Corp reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q1 2023 after selling out during the quarter.
  • Lincoln National Corp sold 22,244 BNY Mellon Municipal Bond Infrastructure Fund shares in Q1 2023, an estimated $234K.
  • Lincoln National Corp first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q2 2022 and held it in 3 quarters.
  • Lincoln National Corp's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $261K in Q3 2022.
  • 56 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q1 2023.

Based on Lincoln National Corp's 13F filing for Q1 2023, filed 2 May 2023.