LNC
UHT

Lincoln National Corp’s Universal Health Realty Income Trust UHT Stock Holding History

Lincoln National Corp’s Portfolio UHT Stock Details UHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,277
Closed -$228K – 1244
2023
Q4 		$228K Sell
5,277
-317
-6% -$12.9K ﹤0.01% 998
2023
Q3 		$226K Buy
5,594
+94
+2% +$4.36K ﹤0.01% 908
2023
Q2 		$262K Buy
5,500
+80
+1% +$3.68K 0.01% 852
2023
Q1 		$261K Buy
5,420
+78
+1% +$4.03K 0.01% 824
2022
Q4 		$255K Sell
5,342
-179
-3% -$8.63K 0.01% 780
2022
Q3 		$239K Buy
5,521
+85
+2% +$4.34K 0.01% 748
2022
Q2 		$289K Buy
5,436
+68
+1% +$3.59K 0.01% 671
2022
Q1 		$313K Buy
5,368
+60
+1% +$3.48K 0.01% 706
2021
Q4 		$316K Buy
5,308
+58
+1% +$3.37K 0.01% 689
2021
Q3 		$290K Buy
5,250
+60
+1% +$3.53K 0.01% 698
2021
Q2 		$319K Buy
5,190
+55
+1% +$3.72K 0.01% 643
2021
Q1 		$348K Sell
5,135
-194
-4% -$12.8K 0.01% 566
2020
Q4 		$342K Buy
5,329
+228
+4% +$13.8K 0.01% 535
2020
Q3 		$291K Buy
5,101
+59
+1% +$3.98K 0.01% 519
2020
Q2 		$401K Buy
5,042
+43
+0.9% +$4.05K 0.01% 422
2020
Q1 		$504K Buy
4,999
+34
+0.7% +$3.75K 0.02% 334
2019
Q4 		$583K Buy
4,965
+28
+0.6% +$3.19K 0.02% 367
2019
Q3 		$507K Buy
4,937
+69
+1% +$6.5K 0.02% 343
2019
Q2 		$413K Buy
+4,868
New +$400K 0.02% 360
2019
Q1 		– Sell
-4,826
Closed -$296K – 536
2018
Q4 		$296K Buy
4,826
+51
+1% +$3.46K 0.01% 352
2018
Q3 		$355K Buy
4,775
+89
+2% +$6.26K 0.01% 324
2018
Q2 		$300K Sell
4,686
-195
-4% -$12K 0.01% 359
2018
Q1 		$293K Sell
4,881
-4,814
-50% -$301K 0.01% 374
2017
Q4 		$728K Buy
9,695
+4,881
+101% +$366K 0.02% 285
2017
Q3 		$363K Buy
+4,814
New +$371K 0.02% 270
2017
Q2 		– Sell
-4,750
Closed -$306K – 371
2017
Q1 		$306K Buy
+4,750
New +$301K 0.02% 251

Other funds holding UHT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lincoln National Corp's UHT Position: Q1 2024 in Review

Lincoln National Corp sold out of Universal Health Realty Income Trust (UHT) in Q1 2024, closing a stake of 5,277 shares — an estimated $228K sold.

Lincoln National Corp first reported a position in UHT in Q1 2017 and held it in 26 quarters. The position peaked at $728K in Q4 2017. 157 funds tracked by Wall St. Rank hold UHT as of Q1 2024.

  • Lincoln National Corp reported no remaining Universal Health Realty Income Trust position as of Q1 2024 after selling out during the quarter.
  • Lincoln National Corp sold 5,277 Universal Health Realty Income Trust shares in Q1 2024, an estimated $228K.
  • Lincoln National Corp first reported a position in Universal Health Realty Income Trust in Q1 2017 and held it in 26 quarters.
  • Lincoln National Corp's Universal Health Realty Income Trust position peaked at $728K in Q4 2017.
  • 157 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2024.

Based on Lincoln National Corp's 13F filing for Q1 2024, filed 2 May 2024.