LNC
IDU icon

Lincoln National Corp’s iShares US Utilities ETF IDU Stock Holding History

Lincoln National Corp’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-28,592
Closed -$2.42M – 549
2024
Q1 		$2.42M Buy
28,592
+11,242
+65% +$896K 0.04% 291
2023
Q4 		$1.39M Buy
17,350
+13,443
+344% +$1.03M 0.02% 374
2023
Q3 		$287K Sell
3,907
-651
-14% -$52.2K 0.01% 807
2023
Q2 		$373K Sell
4,558
-1,481
-25% -$123K 0.01% 710
2023
Q1 		$505K Sell
6,039
-370
-6% -$30.9K 0.01% 586
2022
Q4 		$555K Sell
6,409
-1,336
-17% -$112K 0.01% 509
2022
Q3 		$628K Sell
7,745
-2,219
-22% -$200K 0.02% 434
2022
Q2 		$853K Buy
9,964
+1,946
+24% +$172K 0.02% 365
2022
Q1 		$730K Sell
8,018
-1,049
-12% -$89.2K 0.02% 421
2021
Q4 		$802K Buy
9,067
+152
+2% +$12.7K 0.02% 395
2021
Q3 		$703K Sell
8,915
-1,771
-17% -$146K 0.02% 412
2021
Q2 		$839K Buy
10,686
+70
+0.7% +$5.68K 0.02% 353
2021
Q1 		$844K Sell
10,616
-241
-2% -$18.6K 0.02% 331
2020
Q4 		$843K Buy
10,857
+773
+8% +$60.2K 0.02% 310
2020
Q3 		$736K Sell
10,084
-470
-4% -$34.5K 0.02% 307
2020
Q2 		$740K Buy
+10,554
New +$755K 0.02% 297

Other funds holding IDU

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares US Utilities ETF (IDU) in Q2 2024, closing a stake of 28,592 shares — an estimated $2.42M sold.

Lincoln National Corp first reported a position in IDU in Q2 2020 and held it in 16 quarters. The position peaked at $2.42M in Q1 2024. 236 funds tracked by Wall St. Rank hold IDU as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares US Utilities ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 28,592 iShares US Utilities ETF shares in Q2 2024, an estimated $2.42M.
  • Lincoln National Corp first reported a position in iShares US Utilities ETF in Q2 2020 and held it in 16 quarters.
  • Lincoln National Corp's iShares US Utilities ETF position peaked at $2.42M in Q1 2024.
  • 236 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2024.

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