Lincoln National Corp’s Gabelli Equity Trust GAB Stock Holding History

Lincoln National Corp’s Portfolio GAB Stock Details GAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,087	Closed	-$55K	–	950
2022 Q3	$55K	Buy	+10,087	New	+$62.2K	﹤0.01%	852
2022 Q2	–	Sell	-11,268	Closed	-$78K	–	888
2022 Q1	$78K	Sell	11,268 -710	-6%	-$4.96K	﹤0.01%	894
2021 Q4	$87K	Buy	11,978 +310	+3%	+$2.17K	﹤0.01%	873
2021 Q3	$78K	Buy	11,668 +266	+2%	+$1.8K	﹤0.01%	848
2021 Q2	$79K	Sell	11,402 -6	-0.1%	-$42	﹤0.01%	845
2021 Q1	$76K	Buy	11,408 +261	+2%	+$1.67K	﹤0.01%	788
2020 Q4	$68K	Sell	11,147 -1,697	-13%	-$9.78K	﹤0.01%	736
2020 Q3	$64K	Buy	+12,844	New	+$65.8K	﹤0.01%	664

Other funds holding GAB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lincoln National Corp's GAB Position: Q4 2022 in Review

Lincoln National Corp sold out of Gabelli Equity Trust (GAB) in Q4 2022, closing a stake of 10,087 shares — an estimated $55K sold.

Lincoln National Corp first reported a position in GAB in Q3 2020 and held it in 8 quarters. The position peaked at $87K in Q4 2021. 173 funds tracked by Wall St. Rank hold GAB as of Q4 2022.

Lincoln National Corp reported no remaining Gabelli Equity Trust position as of Q4 2022 after selling out during the quarter.
Lincoln National Corp sold 10,087 Gabelli Equity Trust shares in Q4 2022, an estimated $55K.
Lincoln National Corp first reported a position in Gabelli Equity Trust in Q3 2020 and held it in 8 quarters.
Lincoln National Corp's Gabelli Equity Trust position peaked at $87K in Q4 2021.
173 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2022.

Based on Lincoln National Corp's 13F filing for Q4 2022, filed 8 Feb 2023.