LNC
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Lincoln National Corp’s Essential Utilities WTRG Stock Holding History

Lincoln National Corp’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,606
Closed -$216K – 678
2019
Q4 		$216K Sell
4,606
-993
-18% -$44.7K 0.01% 585
2019
Q3 		$251K Buy
+5,599
New +$240K 0.01% 493

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lincoln National Corp's WTRG Position: Q1 2020 in Review

Lincoln National Corp sold out of Essential Utilities (WTRG) in Q1 2020, closing a stake of 4,606 shares — an estimated $216K sold.

Lincoln National Corp first reported a position in WTRG in Q3 2019 and held it in 2 quarters. The position peaked at $251K in Q3 2019. 579 funds tracked by Wall St. Rank hold WTRG as of Q1 2020.

  • Lincoln National Corp reported no remaining Essential Utilities position as of Q1 2020 after selling out during the quarter.
  • Lincoln National Corp sold 4,606 Essential Utilities shares in Q1 2020, an estimated $216K.
  • Lincoln National Corp first reported a position in Essential Utilities in Q3 2019 and held it in 2 quarters.
  • Lincoln National Corp's Essential Utilities position peaked at $251K in Q3 2019.
  • 579 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2020.

Based on Lincoln National Corp's 13F filing for Q1 2020, filed 24 Apr 2020.