LNC
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Lincoln National Corp’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Lincoln National Corp’s Portfolio FESM Stock Details FESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,556
Closed -$407K – 385
2024
Q1 		$407K Buy
13,556
+425
+3% +$12.1K 0.01% 833
2023
Q4 		$370K Buy
+13,131
New +$347K 0.01% 790

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Lincoln National Corp sold out of Fidelity Enhanced Small Cap Core ETF (FESM) in Q2 2024, closing a stake of 13,556 shares — an estimated $407K sold.

Lincoln National Corp first reported a position in FESM in Q4 2023 and held it in 2 quarters. The position peaked at $407K in Q1 2024. 41 funds tracked by Wall St. Rank hold FESM as of Q2 2024.

  • Lincoln National Corp reported no remaining Fidelity Enhanced Small Cap Core ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 13,556 Fidelity Enhanced Small Cap Core ETF shares in Q2 2024, an estimated $407K.
  • Lincoln National Corp first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2023 and held it in 2 quarters.
  • Lincoln National Corp's Fidelity Enhanced Small Cap Core ETF position peaked at $407K in Q1 2024.
  • 41 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2024.

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