Lincoln National Corp’s Omega Flex OFLX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,509	Closed	-$215K	–	913
2021 Q3	$215K	Buy	1,509 +3	+0.2%	+$455	﹤0.01%	804
2021 Q2	$221K	Buy	1,506 +3	+0.2%	+$453	﹤0.01%	776
2021 Q1	$237K	Buy	1,503 +3	+0.2%	+$472	0.01%	701
2020 Q4	$219K	Buy	+1,500	New	+$237K	0.01%	676

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lincoln National Corp's OFLX Position: Q4 2021 in Review

Lincoln National Corp sold out of Omega Flex (OFLX) in Q4 2021, closing a stake of 1,509 shares — an estimated $215K sold.

Lincoln National Corp first reported a position in OFLX in Q4 2020 and held it in 4 quarters. The position peaked at $237K in Q1 2021. 77 funds tracked by Wall St. Rank hold OFLX as of Q4 2021.

Lincoln National Corp reported no remaining Omega Flex position as of Q4 2021 after selling out during the quarter.
Lincoln National Corp sold 1,509 Omega Flex shares in Q4 2021, an estimated $215K.
Lincoln National Corp first reported a position in Omega Flex in Q4 2020 and held it in 4 quarters.
Lincoln National Corp's Omega Flex position peaked at $237K in Q1 2021.
77 funds tracked by Wall St. Rank held Omega Flex as of Q4 2021.

Based on Lincoln National Corp's 13F filing for Q4 2021, filed 26 Jan 2022.