Lincoln National Corp’s Workhorse Group WKHS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7	Closed	-$28.9K	–	1079
2023 Q1	$28.9K	Sell	7 -1	-13%	-$5.52K	﹤0.01%	974
2022 Q4	$35.6K	Hold	8	–	–	﹤0.01%	916
2022 Q3	$71K	Hold	8	–	–	﹤0.01%	847
2022 Q2	$63K	Hold	8	–	–	﹤0.01%	845
2022 Q1	$123K	Buy	8 +1	+14%	+$11K	﹤0.01%	887
2021 Q4	$90K	Sell	7 -1	-13%	-$18.2K	﹤0.01%	872
2021 Q3	$193K	Hold	8	–	–	﹤0.01%	821
2021 Q2	$419K	Buy	8 +2	+33%	+$74.1K	0.01%	545
2021 Q1	$266K	Hold	6	–	–	0.01%	658
2020 Q4	$380K	Buy	6 +1	+20%	+$65K	0.01%	507
2020 Q3	$398K	Buy	+5	New	+$286K	0.01%	430
2020 Q2	–	Sell	-4	Closed	-$22K	–	674
2020 Q1	$22K	Hold	4	–	–	﹤0.01%	576
2019 Q4	$36K	Hold	4	–	–	﹤0.01%	635
2019 Q3	$41K	Hold	4	–	–	﹤0.01%	568
2019 Q2	$31K	Hold	4	–	–	﹤0.01%	549
2019 Q1	$7K	Hold	4	–	–	﹤0.01%	513
2018 Q4	$6K	Hold	4	–	–	﹤0.01%	476
2018 Q3	$13K	Hold	4	–	–	﹤0.01%	478
2018 Q2	$22K	Buy	+4	New	+$30.7K	﹤0.01%	483

Other funds holding WKHS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Lincoln National Corp's WKHS Position: Q2 2023 in Review

Lincoln National Corp sold out of Workhorse Group (WKHS) in Q2 2023, closing a stake of 7 shares — an estimated $28.9K sold.

Lincoln National Corp first reported a position in WKHS in Q2 2018 and held it in 19 quarters. The position peaked at $419K in Q2 2021. 128 funds tracked by Wall St. Rank hold WKHS as of Q2 2023.

Lincoln National Corp reported no remaining Workhorse Group position as of Q2 2023 after selling out during the quarter.
Lincoln National Corp sold 7 Workhorse Group shares in Q2 2023, an estimated $28.9K.
Lincoln National Corp first reported a position in Workhorse Group in Q2 2018 and held it in 19 quarters.
Lincoln National Corp's Workhorse Group position peaked at $419K in Q2 2021.
128 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2023.

Based on Lincoln National Corp's 13F filing for Q2 2023, filed 7 Aug 2023.