Lincoln National Corp’s Liberty All-Star Equity Fund USA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-14,302	Closed	-$79K	–	978
2022 Q3	$79K	Buy	14,302 +294	+2%	+$1.9K	﹤0.01%	844
2022 Q2	$88K	Buy	14,008 +138	+1%	+$957	﹤0.01%	838
2022 Q1	$112K	Buy	13,870 +61	+0.4%	+$469	﹤0.01%	889
2021 Q4	$116K	Buy	13,809 +939	+7%	+$7.93K	﹤0.01%	867
2021 Q3	$111K	Buy	12,870 +71	+0.6%	+$619	﹤0.01%	841
2021 Q2	$116K	Buy	+12,799	New	+$107K	﹤0.01%	840
2018 Q1	–	Sell	-31,638	Closed	-$199K	–	616
2017 Q4	$199K	Buy	+31,638	New	+$194K	0.01%	599

Other funds holding USA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Lincoln National Corp sold out of Liberty All-Star Equity Fund (USA) in Q4 2022, closing a stake of 14,302 shares — an estimated $79K sold.

Lincoln National Corp first reported a position in USA in Q4 2017 and held it in 7 quarters. The position peaked at $199K in Q4 2017. 172 funds tracked by Wall St. Rank hold USA as of Q4 2022.

Lincoln National Corp reported no remaining Liberty All-Star Equity Fund position as of Q4 2022 after selling out during the quarter.
Lincoln National Corp sold 14,302 Liberty All-Star Equity Fund shares in Q4 2022, an estimated $79K.
Lincoln National Corp first reported a position in Liberty All-Star Equity Fund in Q4 2017 and held it in 7 quarters.
Lincoln National Corp's Liberty All-Star Equity Fund position peaked at $199K in Q4 2017.
172 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2022.

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