Bridgewater Associates (Ray Dalio) — LNC Trade History
Quarter-by-quarter changes in the LINCOLN NATL CORP IND position · CUSIP 534187109
Currently held · 2.3 YearsFirst seen: 2017 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 160,168 | -65,171 | -28.9% | $5.7M | 0.02% |
| 2026 Q1 | 2026-05-15 | Reduce | 225,339 | -18,962 | -7.8% | $8.0M | 0.04% |
| 2025 Q4 | 2026-02-13 | Reduce | 244,301 | -86,467 | -26.1% | $10.9M | 0.04% |
| 2025 Q3 | 2025-11-13 | Reduce | 330,768 | -163,116 | -33.0% | $13.3M | 0.05% |
| 2025 Q2 | 2025-08-13 | Add | 493,884 | 20,251 | +4.3% | $17.1M | 0.07% |
| 2025 Q1 | 2025-05-14 | Add | 473,633 | 92,671 | +24.3% | $17.0M | 0.08% |
| 2024 Q4 | 2025-02-13 | Add | 380,962 | 177,723 | +87.4% | $12.1M | 0.06% |
| 2024 Q3 | 2024-11-13 | Add | 203,239 | 65,384 | +47.4% | $6.4M | 0.04% |
| 2024 Q2 | 2024-08-14 | New | 137,855 | 137,855 | — | $4.3M | 0.02% |
| 2024 Q1 | 2024-05-14 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-14 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-13 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-11 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-12 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-13 | Sold out | — | -9,447 | -100.0% | — | — |
| 2022 Q3 | 2022-11-10 | Reduce | 9,447 | -4,297 | -31.3% | $415.0K | 0.00% |
| 2022 Q2 | 2022-08-11 | New | 13,744 | 13,744 | — | $643.0K | 0.00% |
| 2022 Q1 | 2022-05-13 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-14 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-12 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-13 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-14 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-12 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-13 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-12 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-14 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-13 | Sold out | — | -32,802 | -100.0% | — | — |
| 2019 Q2 | 2019-08-13 | Reduce | 32,802 | -102,660 | -75.8% | $2.1M | 0.02% |
| 2019 Q1 | 2019-05-14 | Reduce | 135,462 | -536,741 | -79.8% | $8.0M | 0.05% |
| 2018 Q4 | 2019-02-13 | Add | 672,203 | 651,262 | +3110.0% | $34.5M | 0.32% |
| 2018 Q3 | 2018-11-13 | New | 20,941 | 20,941 | — | $1.4M | 0.01% |
| 2018 Q1 | 2018-08-13 | Sold out | — | -140,181 | -100.0% | — | — |
| 2018 Q2 | 2018-08-13 | Add | 140,181 | 136,797 | +4042.5% | $8.7M | 0.09% |
| 2017 Q4 | 2018-02-13 | Add | 3,384 | 421 | +14.2% | $260.0K | 0.00% |
| 2017 Q3 | 2017-11-13 | Reduce | 2,963 | -9,153 | -75.5% | $218.0K | 0.00% |
| 2017 Q2 | 2017-08-10 | Add | 12,116 | 4,844 | +66.6% | $819.0K | 0.01% |
| 2017 Q1 | 2017-05-11 | New | 7,272 | 7,272 | — | $476.0K | 0.01% |
| 2016 Q4 | 2017-02-10 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-09 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.