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Lincoln National Corp’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Lincoln National Corp’s Portfolio ROBO Stock Details ROBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,598
Closed -$231K – 975
2022
Q3 		$231K Buy
5,598
+50
+0.9% +$2.37K 0.01% 759
2022
Q2 		$249K Sell
5,548
-102
-2% -$5.1K 0.01% 726
2022
Q1 		$329K Sell
5,650
-387
-6% -$23.6K 0.01% 686
2021
Q4 		$423K Buy
6,037
+37
+0.6% +$2.53K 0.01% 585
2021
Q3 		$386K Buy
6,000
+195
+3% +$13K 0.01% 590
2021
Q2 		$379K Sell
5,805
-93
-2% -$5.96K 0.01% 580
2021
Q1 		$375K Sell
5,898
-12,525
-68% -$824K 0.01% 535
2020
Q4 		$1.12M Sell
18,423
-5,646
-23% -$305K 0.03% 258
2020
Q3 		$1.16M Sell
24,069
-3,628
-13% -$170K 0.03% 227
2020
Q2 		$1.21M Sell
27,697
-1,097
-4% -$43.6K 0.04% 212
2020
Q1 		$967K Sell
28,794
-250
-0.9% -$9.84K 0.04% 213
2019
Q4 		$1.22M Sell
29,044
-12,360
-30% -$498K 0.04% 222
2019
Q3 		$1.59M Buy
41,404
+4,951
+14% +$187K 0.06% 154
2019
Q2 		$1.46M Sell
36,453
-438
-1% -$17.2K 0.06% 155
2019
Q1 		$1.43M Buy
36,891
+1,674
+5% +$61.8K 0.06% 147
2018
Q4 		$1.15M Buy
35,217
+508
+1% +$18.4K 0.05% 154
2018
Q3 		$1.45M Buy
34,709
+8,993
+35% +$370K 0.05% 132
2018
Q2 		$1.03M Buy
25,716
+1,868
+8% +$77.3K 0.04% 172
2018
Q1 		$997K Sell
23,848
-16,955
-42% -$734K 0.04% 159
2017
Q4 		$1.69M Buy
40,803
+25,139
+160% +$1.02M 0.05% 173
2017
Q3 		$606K Buy
+15,664
New +$570K 0.03% 189

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lincoln National Corp sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2022, closing a stake of 5,598 shares — an estimated $231K sold.

Lincoln National Corp first reported a position in ROBO in Q3 2017 and held it in 21 quarters. The position peaked at $1.69M in Q4 2017. 198 funds tracked by Wall St. Rank hold ROBO as of Q4 2022.

  • Lincoln National Corp reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2022 after selling out during the quarter.
  • Lincoln National Corp sold 5,598 ROBO Global Robotics & Automation Index ETF shares in Q4 2022, an estimated $231K.
  • Lincoln National Corp first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2017 and held it in 21 quarters.
  • Lincoln National Corp's ROBO Global Robotics & Automation Index ETF position peaked at $1.69M in Q4 2017.
  • 198 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2022.

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