LNC
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Lincoln National Corp’s Empire State Realty Series ES ESBA Stock Holding History

Lincoln National Corp’s Portfolio ESBA Stock Details ESBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-17,352
Closed -$123K – 883
2022
Q2 		$123K Buy
17,352
+86
+0.5% +$685 ﹤0.01% 832
2022
Q1 		$169K Buy
+17,266
New +$162K ﹤0.01% 877

Other funds holding ESBA

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
DSN
D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return

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

Lincoln National Corp sold out of Empire State Realty Series ES (ESBA) in Q3 2022, closing a stake of 17,352 shares — an estimated $123K sold.

Lincoln National Corp first reported a position in ESBA in Q1 2022 and held it in 2 quarters. The position peaked at $169K in Q1 2022. 36 funds tracked by Wall St. Rank hold ESBA as of Q3 2022.

  • Lincoln National Corp reported no remaining Empire State Realty Series ES position as of Q3 2022 after selling out during the quarter.
  • Lincoln National Corp sold 17,352 Empire State Realty Series ES shares in Q3 2022, an estimated $123K.
  • Lincoln National Corp first reported a position in Empire State Realty Series ES in Q1 2022 and held it in 2 quarters.
  • Lincoln National Corp's Empire State Realty Series ES position peaked at $169K in Q1 2022.
  • 36 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q3 2022.

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