Lincoln National Corp’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,121	Closed	-$462K	–	1134
2023 Q3	$462K	Buy	+3,121	New	+$447K	0.01%	631
2022 Q4	–	Sell	-1,755	Closed	-$219K	–	985
2022 Q3	$219K	Sell	1,755 -146	-8%	-$19.3K	0.01%	784
2022 Q2	$228K	Sell	1,901 -1,232	-39%	-$173K	0.01%	754
2022 Q1	$421K	Buy	+3,133	New	+$361K	0.01%	596
2021 Q4	–	Sell	-22,793	Closed	-$2.21M	–	928
2021 Q3	$2.21M	Buy	+22,793	New	+$1.94M	0.05%	193
2021 Q1	–	Sell	-4,050	Closed	-$237K	–	832
2020 Q4	$237K	Buy	+4,050	New	+$205K	0.01%	648
2019 Q3	–	Sell	-3,355	Closed	-$366K	–	620
2019 Q2	$366K	Buy	3,355 +174	+5%	+$20.1K	0.01%	380
2019 Q1	$391K	Buy	3,181 +630	+25%	+$75.8K	0.02%	340
2018 Q4	$271K	Sell	2,551 -5,240	-67%	-$732K	0.01%	368
2018 Q3	$1.35M	Buy	7,791 +5,012	+180%	+$843K	0.05%	141
2018 Q2	$479K	Sell	2,779 -2,579	-48%	-$415K	0.02%	274
2018 Q1	$755K	Sell	5,358 -4,592	-46%	-$658K	0.03%	204
2017 Q4	$1.48M	Buy	+9,950	New	+$1.39M	0.05%	188
2016 Q4	–	Sell	-1,350	Closed	-$208K	–	324
2016 Q3	$208K	Sell	1,350 -104	-7%	-$14.9K	0.01%	269
2016 Q2	$202K	Buy	+1,454	New	+$200K	0.01%	256

Other funds holding XOP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Lincoln National Corp's XOP Position: Q4 2023 in Review

Lincoln National Corp sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2023, closing a stake of 3,121 shares — an estimated $462K sold.

Lincoln National Corp first reported a position in XOP in Q2 2016 and held it in 15 quarters. The position peaked at $2.21M in Q3 2021. 393 funds tracked by Wall St. Rank hold XOP as of Q4 2023.

Lincoln National Corp reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
Lincoln National Corp sold 3,121 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $462K.
Lincoln National Corp first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2016 and held it in 15 quarters.
Lincoln National Corp's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $2.21M in Q3 2021.
393 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on Lincoln National Corp's 13F filing for Q4 2023, filed 6 Feb 2024.