LNC
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Lincoln National Corp’s iShares US Transportation ETF IYT Stock Holding History

Lincoln National Corp’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,867
Closed -$202K – 621
2024
Q1 		$202K Sell
2,867
-209
-7% -$14.1K ﹤0.01% 1151
2023
Q4 		$202K Sell
3,076
-740
-19% -$44.3K ﹤0.01% 1048
2023
Q3 		$223K Sell
3,816
-2,164
-36% -$135K ﹤0.01% 921
2023
Q2 		$373K Sell
5,980
-872
-13% -$50K 0.01% 709
2023
Q1 		$390K Buy
6,852
+24
+0.4% +$1.37K 0.01% 667
2022
Q4 		$365K Buy
6,828
+24
+0.4% +$1.3K 0.01% 630
2022
Q3 		$334K Sell
6,804
-180
-3% -$10.2K 0.01% 611
2022
Q2 		$371K Sell
6,984
-904
-11% -$52.6K 0.01% 573
2022
Q1 		$533K Buy
7,888
+296
+4% +$19.5K 0.01% 498
2021
Q4 		$524K Buy
7,592
+404
+6% +$27K 0.01% 510
2021
Q3 		$437K Buy
7,188
+112
+2% +$7.08K 0.01% 541
2021
Q2 		$460K Buy
7,076
+3,452
+95% +$231K 0.01% 530
2021
Q1 		$234K Buy
+3,624
New +$213K 0.01% 706
2018
Q1 		– Sell
-5,164
Closed -$247K – 559
2017
Q4 		$247K Buy
+5,164
New +$233K 0.01% 549

Other funds holding IYT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares US Transportation ETF (IYT) in Q2 2024, closing a stake of 2,867 shares — an estimated $202K sold.

Lincoln National Corp first reported a position in IYT in Q4 2017 and held it in 14 quarters. The position peaked at $533K in Q1 2022. 188 funds tracked by Wall St. Rank hold IYT as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares US Transportation ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 2,867 iShares US Transportation ETF shares in Q2 2024, an estimated $202K.
  • Lincoln National Corp first reported a position in iShares US Transportation ETF in Q4 2017 and held it in 14 quarters.
  • Lincoln National Corp's iShares US Transportation ETF position peaked at $533K in Q1 2022.
  • 188 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2024.

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