LNC
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Lincoln National Corp’s AB Ultra Short Income ETF YEAR Stock Holding History

Lincoln National Corp’s Portfolio YEAR Stock Details YEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20,421
Closed -$1.03M – 1135
2023
Q3 		$1.03M Sell
20,421
-432
-2% -$21.7K 0.02% 404
2023
Q2 		$1.05M Buy
+20,853
New +$1.05M 0.02% 396

Other funds holding YEAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

Lincoln National Corp sold out of AB Ultra Short Income ETF (YEAR) in Q4 2023, closing a stake of 20,421 shares — an estimated $1.03M sold.

Lincoln National Corp first reported a position in YEAR in Q2 2023 and held it in 2 quarters. The position peaked at $1.05M in Q2 2023. 44 funds tracked by Wall St. Rank hold YEAR as of Q4 2023.

  • Lincoln National Corp reported no remaining AB Ultra Short Income ETF position as of Q4 2023 after selling out during the quarter.
  • Lincoln National Corp sold 20,421 AB Ultra Short Income ETF shares in Q4 2023, an estimated $1.03M.
  • Lincoln National Corp first reported a position in AB Ultra Short Income ETF in Q2 2023 and held it in 2 quarters.
  • Lincoln National Corp's AB Ultra Short Income ETF position peaked at $1.05M in Q2 2023.
  • 44 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q4 2023.

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