LNC
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Lincoln National Corp’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Lincoln National Corp’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,613
Closed -$142K – 341
2024
Q1 		$142K Buy
10,613
+118
+1% +$1.5K ﹤0.01% 1169
2023
Q4 		$128K Buy
+10,495
New +$121K ﹤0.01% 1072

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Lincoln National Corp sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2024, closing a stake of 10,613 shares — an estimated $142K sold.

Lincoln National Corp first reported a position in ETY in Q4 2023 and held it in 2 quarters. The position peaked at $142K in Q1 2024. 177 funds tracked by Wall St. Rank hold ETY as of Q2 2024.

  • Lincoln National Corp reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 10,613 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2024, an estimated $142K.
  • Lincoln National Corp first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2023 and held it in 2 quarters.
  • Lincoln National Corp's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $142K in Q1 2024.
  • 177 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2024.

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