Lincoln National Corp’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-76,937	Closed	-$1.99M	–	774
2020 Q3	$1.99M	Sell	76,937 -9,023	-10%	-$233K	0.06%	165
2020 Q2	$2.12M	Sell	85,960 -2,864	-3%	-$68K	0.07%	151
2020 Q1	$1.96M	Sell	88,824 -4,901	-5%	-$131K	0.07%	138
2019 Q4	$2.75M	Buy	93,725 +5,963	+7%	+$171K	0.09%	122
2019 Q3	$2.45M	Buy	87,762 +7,237	+9%	+$200K	0.09%	113
2019 Q2	$2.27M	Buy	80,525 +3,620	+5%	+$102K	0.09%	108
2019 Q1	$2.17M	Buy	76,905 +21,929	+40%	+$605K	0.09%	105
2018 Q4	$1.42M	Buy	54,976 +9,916	+22%	+$268K	0.07%	129
2018 Q3	$1.3M	Buy	45,060 +26,580	+144%	+$764K	0.04%	144
2018 Q2	$524K	Buy	+18,480	New	+$542K	0.02%	256

Other funds holding RODM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Lincoln National Corp's RODM Position: Q4 2020 in Review

Lincoln National Corp sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q4 2020, closing a stake of 76,937 shares — an estimated $1.99M sold.

Lincoln National Corp first reported a position in RODM in Q2 2018 and held it in 10 quarters. The position peaked at $2.75M in Q4 2019. 143 funds tracked by Wall St. Rank hold RODM as of Q4 2020.

Lincoln National Corp reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q4 2020 after selling out during the quarter.
Lincoln National Corp sold 76,937 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2020, an estimated $1.99M.
Lincoln National Corp first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2018 and held it in 10 quarters.
Lincoln National Corp's Hartford Multifactor Developed Markets ex-US ETF position peaked at $2.75M in Q4 2019.
143 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2020.

Based on Lincoln National Corp's 13F filing for Q4 2020, filed 5 Feb 2021.