Lincoln National Corp’s iShares Semiconductor ETF SOXX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,559	Closed	-$1.26M	–	973
2024 Q1	$1.26M	Buy	5,559 +1,647	+42%	+$342K	0.02%	449
2023 Q4	$751K	Buy	3,912 +546	+16%	+$91.6K	0.01%	537
2023 Q3	$532K	Buy	3,366 +336	+11%	+$55.9K	0.01%	583
2023 Q2	$513K	Sell	3,030 -345	-10%	-$51.7K	0.01%	595
2023 Q1	$500K	Sell	3,375 -633	-16%	-$86.3K	0.01%	590
2022 Q4	$465K	Sell	4,008 -522	-12%	-$60.6K	0.01%	555
2022 Q3	$481K	Sell	4,530 -2,601	-36%	-$326K	0.01%	508
2022 Q2	$831K	Sell	7,131 -3,213	-31%	-$433K	0.02%	371
2022 Q1	$1.63M	Buy	10,344 +966	+10%	+$155K	0.03%	265
2021 Q4	$1.7M	Buy	9,378 +1,548	+20%	+$260K	0.03%	248
2021 Q3	$1.16M	Buy	7,830 +2,250	+40%	+$342K	0.03%	298
2021 Q2	$845K	Buy	5,580 +561	+11%	+$80.3K	0.02%	352
2021 Q1	$709K	Buy	5,019 +1,500	+43%	+$205K	0.02%	373
2020 Q4	$445K	Buy	+3,519	New	+$404K	0.01%	444

Other funds holding SOXX

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares Semiconductor ETF (SOXX) in Q2 2024, closing a stake of 5,559 shares — an estimated $1.26M sold.

Lincoln National Corp first reported a position in SOXX in Q4 2020 and held it in 14 quarters. The position peaked at $1.7M in Q4 2021. 737 funds tracked by Wall St. Rank hold SOXX as of Q2 2024.

Lincoln National Corp reported no remaining iShares Semiconductor ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 5,559 iShares Semiconductor ETF shares in Q2 2024, an estimated $1.26M.
Lincoln National Corp first reported a position in iShares Semiconductor ETF in Q4 2020 and held it in 14 quarters.
Lincoln National Corp's iShares Semiconductor ETF position peaked at $1.7M in Q4 2021.
737 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2024.

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