LNC
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Lincoln National Corp’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Lincoln National Corp’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-54,888
Closed -$1.43M – 421
2024
Q1 		$1.43M Buy
54,888
+20,874
+61% +$538K 0.02% 410
2023
Q4 		$906K Sell
34,014
-20,246
-37% -$482K 0.02% 488
2023
Q3 		$1.23M Buy
54,260
+23,346
+76% +$577K 0.02% 358
2023
Q2 		$776K Sell
30,914
-19,962
-39% -$490K 0.02% 475
2023
Q1 		$1.27M Sell
50,876
-1,176
-2% -$30.4K 0.03% 334
2022
Q4 		$1.29M Sell
52,052
-7,255
-12% -$179K 0.03% 301
2022
Q3 		$1.42M Buy
59,307
+332
+0.6% +$9.25K 0.04% 273
2022
Q2 		$1.6M Sell
58,975
-3,215
-5% -$95.7K 0.04% 245
2022
Q1 		$2.02M Sell
62,190
-551
-0.9% -$17.5K 0.04% 229
2021
Q4 		$2.18M Buy
62,741
+3,484
+6% +$114K 0.04% 209
2021
Q3 		$1.8M Buy
59,257
+15,760
+36% +$499K 0.04% 219
2021
Q2 		$1.32M Buy
43,497
+4,158
+11% +$123K 0.03% 265
2021
Q1 		$1.08M Buy
39,339
+4,253
+12% +$112K 0.03% 278
2020
Q4 		$890K Buy
35,086
+7,209
+26% +$178K 0.02% 301
2020
Q3 		$655K Buy
27,877
+1,191
+4% +$28.5K 0.02% 330
2020
Q2 		$624K Buy
26,686
+12,946
+94% +$292K 0.02% 335
2020
Q1 		$285K Sell
13,740
-47,298
-77% -$1.25M 0.01% 457
2019
Q4 		$1.7M Buy
61,038
+7,793
+15% +$216K 0.06% 169
2019
Q3 		$1.49M Sell
53,245
-89,439
-63% -$2.43M 0.05% 160
2019
Q2 		$3.73M Sell
142,684
-64,927
-31% -$1.7M 0.14% 71
2019
Q1 		$5.39M Buy
207,611
+25,118
+14% +$621K 0.22% 55
2018
Q4 		$4.09M Sell
182,493
-43,093
-19% -$1.02M 0.19% 60
2018
Q3 		$5.43M Buy
225,586
+165,237
+274% +$4.09M 0.18% 50
2018
Q2 		$1.48M Buy
+60,349
New +$1.41M 0.05% 122

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Lincoln National Corp sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2024, closing a stake of 54,888 shares — an estimated $1.43M sold.

Lincoln National Corp first reported a position in FREL in Q2 2018 and held it in 24 quarters. The position peaked at $5.43M in Q3 2018. 198 funds tracked by Wall St. Rank hold FREL as of Q2 2024.

  • Lincoln National Corp reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 54,888 Fidelity MSCI Real Estate Index ETF shares in Q2 2024, an estimated $1.43M.
  • Lincoln National Corp first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2018 and held it in 24 quarters.
  • Lincoln National Corp's Fidelity MSCI Real Estate Index ETF position peaked at $5.43M in Q3 2018.
  • 198 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2024.

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