LNC
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Lincoln National Corp’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Lincoln National Corp’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-46,503
Closed -$4.18M – 734
2024
Q1 		$4.18M Buy
46,503
+10,947
+31% +$939K 0.07% 181
2023
Q4 		$3.02M Buy
35,556
+8,900
+33% +$691K 0.05% 211
2023
Q3 		$2.02M Buy
26,656
+3,156
+13% +$251K 0.04% 240
2023
Q2 		$1.88M Sell
23,500
-34
-0.1% -$2.56K 0.04% 270
2023
Q1 		$1.74M Sell
23,534
-756
-3% -$53.7K 0.04% 270
2022
Q4 		$1.58M Sell
24,290
-5,172
-18% -$335K 0.04% 268
2022
Q3 		$1.77M Buy
29,462
+6,519
+28% +$438K 0.04% 228
2022
Q2 		$1.46M Buy
22,943
+531
+2% +$36.4K 0.03% 261
2022
Q1 		$1.67M Buy
22,412
+74
+0.3% +$5.45K 0.03% 256
2021
Q4 		$1.7M Sell
22,338
-1,406
-6% -$107K 0.03% 247
2021
Q3 		$1.74M Sell
23,744
-261
-1% -$19.6K 0.04% 222
2021
Q2 		$1.78M Buy
24,005
+166
+0.7% +$12.1K 0.04% 221
2021
Q1 		$1.65M Sell
23,839
-289
-1% -$19K 0.04% 218
2020
Q4 		$1.5M Buy
24,128
+285
+1% +$16.8K 0.04% 217
2020
Q3 		$1.3M Buy
23,843
+2,761
+13% +$151K 0.04% 213
2020
Q2 		$1.1M Sell
21,082
-1,700
-7% -$84.7K 0.04% 226
2020
Q1 		$997K Sell
22,782
-24,046
-51% -$1.24M 0.04% 207
2019
Q4 		$2.56M Buy
46,828
+40,812
+678% +$2.16M 0.08% 131
2019
Q3 		$302K Buy
+6,016
New +$295K 0.01% 450

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Lincoln National Corp sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2024, closing a stake of 46,503 shares — an estimated $4.18M sold.

Lincoln National Corp first reported a position in MOAT in Q3 2019 and held it in 19 quarters. The position peaked at $4.18M in Q1 2024. 658 funds tracked by Wall St. Rank hold MOAT as of Q2 2024.

  • Lincoln National Corp reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 46,503 VanEck Morningstar Wide Moat ETF shares in Q2 2024, an estimated $4.18M.
  • Lincoln National Corp first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2019 and held it in 19 quarters.
  • Lincoln National Corp's VanEck Morningstar Wide Moat ETF position peaked at $4.18M in Q1 2024.
  • 658 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2024.

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