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Lincoln National Corp’s United States Oil Fund USO Stock Holding History

Lincoln National Corp’s Portfolio USO Stock Details USO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-36,612
Closed -$2.39M – 979
2022
Q3 		$2.39M Hold
36,612
– – 0.06% 186
2022
Q2 		$2.94M Hold
36,612
– – 0.07% 150
2022
Q1 		$2.71M Hold
36,612
– – 0.06% 181
2021
Q4 		$1.99M Sell
36,612
-6,070
-14% -$330K 0.04% 224
2021
Q3 		$2.24M Sell
42,682
-1,035
-2% -$50.6K 0.05% 189
2021
Q2 		$2.18M Sell
43,717
-125
-0.3% -$5.64K 0.05% 195
2021
Q1 		$1.78M Sell
43,842
-91
-0.2% -$3.57K 0.04% 205
2020
Q4 		$1.45M Sell
43,933
-3,711
-8% -$110K 0.04% 223
2020
Q3 		$1.35M Hold
47,644
– – 0.04% 207
2020
Q2 		$1.34M Buy
+47,644
New +$1.3M 0.04% 199
2020
Q1 		– Sell
-4,503
Closed -$461K – 674
2019
Q4 		$461K Sell
4,503
-123
-3% -$11.7K 0.01% 412
2019
Q3 		$420K Sell
4,626
-254
-5% -$23.9K 0.02% 387
2019
Q2 		$470K Hold
4,880
– – 0.02% 333
2019
Q1 		$488K Sell
4,880
-44
-0.9% -$4.05K 0.02% 299
2018
Q4 		$381K Sell
4,924
-610
-11% -$61.4K 0.02% 305
2018
Q3 		$687K Sell
5,534
-4,835
-47% -$559K 0.02% 223
2018
Q2 		$1.25M Sell
10,369
-1,097
-10% -$120K 0.05% 142
2018
Q1 		$1.2M Sell
11,466
-26,911
-70% -$2.72M 0.04% 136
2017
Q4 		$3.69M Buy
38,377
+19,923
+108% +$1.77M 0.11% 94
2017
Q3 		$1.54M Buy
18,454
+111
+0.6% +$8.74K 0.06% 103
2017
Q2 		$1.39M Buy
18,343
+1,081
+6% +$86.5K 0.07% 97
2017
Q1 		$1.47M Sell
17,262
-660
-4% -$58.5K 0.08% 89
2016
Q4 		$1.68M Buy
17,922
+2,848
+19% +$251K 0.09% 91
2016
Q3 		$1.32M Sell
15,074
-1,465
-9% -$123K 0.07% 103
2016
Q2 		$1.53M Buy
16,539
+6,311
+62% +$565K 0.09% 88
2016
Q1 		$794K Buy
+10,228
New +$764K 0.06% 122

Other funds holding USO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Lincoln National Corp sold out of United States Oil Fund (USO) in Q4 2022, closing a stake of 36,612 shares — an estimated $2.39M sold.

Lincoln National Corp first reported a position in USO in Q1 2016 and held it in 26 quarters. The position peaked at $3.69M in Q4 2017. 200 funds tracked by Wall St. Rank hold USO as of Q4 2022.

  • Lincoln National Corp reported no remaining United States Oil Fund position as of Q4 2022 after selling out during the quarter.
  • Lincoln National Corp sold 36,612 United States Oil Fund shares in Q4 2022, an estimated $2.39M.
  • Lincoln National Corp first reported a position in United States Oil Fund in Q1 2016 and held it in 26 quarters.
  • Lincoln National Corp's United States Oil Fund position peaked at $3.69M in Q4 2017.
  • 200 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2022.

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