LNC
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Lincoln National Corp’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Lincoln National Corp’s Portfolio FHLC Stock Details FHLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-40,036
Closed -$2.79M – 388
2024
Q1 		$2.79M Buy
40,036
+15,586
+64% +$1.06M 0.04% 261
2023
Q4 		$1.58M Buy
24,450
+865
+4% +$52.8K 0.03% 342
2023
Q3 		$1.43M Sell
23,585
-3,829
-14% -$241K 0.03% 319
2023
Q2 		$1.73M Buy
27,414
+845
+3% +$53K 0.03% 289
2023
Q1 		$1.63M Sell
26,569
-11,912
-31% -$739K 0.03% 279
2022
Q4 		$2.46M Sell
38,481
-4,565
-11% -$285K 0.06% 197
2022
Q3 		$2.48M Buy
43,046
+2,245
+6% +$138K 0.06% 176
2022
Q2 		$2.48M Buy
40,801
+7,397
+22% +$459K 0.06% 182
2022
Q1 		$2.19M Buy
33,404
+3,877
+13% +$247K 0.05% 208
2021
Q4 		$2.03M Sell
29,527
-3,204
-10% -$211K 0.04% 220
2021
Q3 		$2.09M Sell
32,731
-15,899
-33% -$1.05M 0.05% 201
2021
Q2 		$3.1M Buy
48,630
+7,517
+18% +$463K 0.07% 154
2021
Q1 		$2.42M Buy
41,113
+5,250
+15% +$311K 0.06% 175
2020
Q4 		$2.07M Sell
35,863
-3,906
-10% -$216K 0.05% 175
2020
Q3 		$2.09M Sell
39,769
-29,769
-43% -$1.56M 0.06% 160
2020
Q2 		$3.46M Buy
69,538
+9,333
+16% +$452K 0.11% 101
2020
Q1 		$2.59M Buy
60,205
+46,509
+340% +$2.2M 0.1% 109
2019
Q4 		$681K Buy
13,696
+6,057
+79% +$281K 0.02% 332
2019
Q3 		$331K Sell
7,639
-4,175
-35% -$185K 0.01% 434
2019
Q2 		$531K Sell
11,814
-19,329
-62% -$842K 0.02% 309
2019
Q1 		$1.39M Buy
31,143
+5,913
+23% +$258K 0.06% 150
2018
Q4 		$1.04M Sell
25,230
-22,162
-47% -$974K 0.05% 170
2018
Q3 		$2.22M Buy
47,392
+22,396
+90% +$998K 0.08% 96
2018
Q2 		$1.03M Buy
24,996
+18,468
+283% +$753K 0.04% 171
2018
Q1 		$260K Sell
6,528
-60,802
-90% -$2.52M 0.01% 402
2017
Q4 		$2.69M Buy
67,330
+36,543
+119% +$1.46M 0.08% 124
2017
Q3 		$1.22M Buy
30,787
+25,002
+432% +$968K 0.05% 118
2017
Q2 		$221K Buy
+5,785
New +$212K 0.01% 315

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

Lincoln National Corp sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2024, closing a stake of 40,036 shares — an estimated $2.79M sold.

Lincoln National Corp first reported a position in FHLC in Q2 2017 and held it in 28 quarters. The position peaked at $3.46M in Q2 2020. 315 funds tracked by Wall St. Rank hold FHLC as of Q2 2024.

  • Lincoln National Corp reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 40,036 Fidelity MSCI Health Care Index ETF shares in Q2 2024, an estimated $2.79M.
  • Lincoln National Corp first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2017 and held it in 28 quarters.
  • Lincoln National Corp's Fidelity MSCI Health Care Index ETF position peaked at $3.46M in Q2 2020.
  • 315 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2024.

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