SecurityLNC.WS / Lincoln National Corp.
InstitutionBridgewater Associates, LP
ManagerRay Dalio, Bob Prince
Shares140,181
Value $ 8,726,000
Related 475070AD0 / Jefferson Pilot Corp Notes 4.75% 01/30/14
534187AW9 / Lincoln National 6.3% Senior Notes 10/9/37
LNC / Lincoln National Corp.
534187BC2 / Lincoln National Corp. 4.2% Senior Notes 03/15/22
534187AZ2 / Lincoln National Corp 4.3% Senior Notes 06/15/15
534187BB4 / Lincoln National Corp. 4.85% 06/24/21
534187BA6 / Lincoln National Corp 7.0% Senior Notes 06/15/40
534187AP4 / Lincoln National Corp In 4.750% Notes 02/15/14
534187AL3 / Lincoln National Corp In 7.000% Notes 03/15/18
534187AR0 / Lincoln Natl Corp Ind Senior Notes 6.15% 04/07/36
534187AX7 / Lincoln Natl Corp Ind Senior Notes 8.75% 07/01/19

Bridgewater Associates, LP reports 323.93% increase in ownership of LNC.WS / Lincoln National Corp.

August 13, 2018 - Bridgewater Associates, LP has filed a 13F-HR form disclosing ownership of 140,181 shares of Lincoln National Corp. (NYSE:LNC.WS) with total holdings valued at $8,726,000 USD as of June 30, 2018. Bridgewater Associates, LP had filed a previous 13F-HR on May 15, 2018 disclosing 33,067 shares of Lincoln National Corp. at a value of $2,416,000 USD. This represents a change in shares of 323.93 percent and a change in value of 261.18 percent during the quarter.

Other investors with positions similar to Bridgewater Associates, LP include Avalon Advisors, Llc, Glenmede Trust Co Na, United Services Automobile Association, Pictet Asset Management Ltd, Interval Partners, LP, and Franklin Resources Inc.

Lincoln National Corp. has declared a standard industrial code (sic) of 6311 which is the "Life Insurance" industry. Bridgewater Associates, LP's top industries are "Printing, Publishing, And Allied Industries" (sic 27), "Rubber And Miscellaneous Plastics Products" (sic 30), and "Stone, Clay, Glass, And Concrete Products" (sic 32).

Bridgewater Associates, LP reports 323.93% increase in  ownership of LNC.WS / Lincoln National Corp.

13F Filings

The Security, Class, and CUSIP columns in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names and cusips.

In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Effective
Date
Form Security Class CUSIP Share
Price
Shares Change
(%)
Value
(x1000)
Change
(%)
Cost
(x1000)
Profit
(x1000)
Return
(%)
2018-06-30 13F-HR LINCOLN NATL CORP IND COM 534187109 67.66 140,181 323.93 8,726 261.18 7,247 -937 -38.78
2018-03-31 13F-HR LINCOLN NATL CORP IND COM 534187109 74.95 33,067 877.16 2,416 829.23 2,225 -69 -26.42
2017-12-31 13F-HR LINCOLN NATL CORP IND COM 534187109 75.20 3,384 14.21 260 19.27 32 10 4.74
2017-09-30 13F-HR LINCOLN NATL CORP IND COM 534187109 70.59 2,963 -75.54 218 -73.38 -646 45 5.50
2017-06-30 13F-HR LINCOLN NATL CORP IND COM 534187109 66.53 12,116 66.61 819 72.06 322 21 4.36
2017-03-31 13F-HR LINCOLN NATL CORP IND COM 534187109 7,272 476 476 0
2016-09-30 13F-HR LINCOLN NATL CORP IND COM 534187109 0 -100.00 0 -100.00 -10,941 0
2016-06-30 13F-HR LINCOLN NATL CORP IND COM 534187109 38.98 282,200 40.38 10,941 38.85 3,165 -104 -1.31
2016-03-31 13F-HR LINCOLN NATL CORP IND COM 534187109 201,026 0.00 7,880 7,880 0
2015-12-31 13F-HR LINCOLN NATL CORP IND COM 534187109 0 -100.00 0 -100.00 -4,633 0
2015-09-30 13F-HR LINCOLN NATL CORP IND COM 534187109 53.34 97,621 109.39 4,633 67.80 2,720 -848 -30.73
2015-06-30 13F-HR LINCOLN NATL CORP IND COM 534187109 58.34 46,621 66.38 2,761 71.49 1,085 66 4.09
2015-03-31 13F-HR LINCOLN NATL CORP IND COM 534187109 57.56 28,021 -11.02 1,610 -11.34 -200 -6 -0.34
2014-12-31 13F-HR LINCOLN NATL CORP IND COM 534187109 55.62 31,492 -3.08 1,816 4.31 -56 131 7.50
2014-09-30 13F-HR LINCOLN NATL CORP IND COM 534187109 52.52 32,492 9.06 1,741 13.57 142 66 4.32
2014-06-30 13F-HR LINCOLN NATL CORP IND COM 534187109 51.05 29,792 37.18 1,533 39.36 412 21 1.89
2014-03-31 13F-HR LINCOLN NATL CORP IND COM 534187109 46.31 21,718 -19.62 1,100 -3.00 -245 211 18.65
2013-09-30 13F-HR LINCOLN NATL CORP IND COM 534187109 39.20 27,018 178.02 1,134 220.34 678 102 28.77
2013-06-30 13F-HR LINCOLN NATL CORP IND COM 534187109 9,718 354

Related SEC Filings

LNC.WS / Lincoln National Corp. / VANGUARD GROUP INC - 3G/A (Passive Investment)

2018-02-09 sec.gov
lincolnnationalcorp.htm - Generated by SEC Publisher for SEC Filing SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549   Schedule 13G   Under the Securities Exchange Act of 1934 (Amendment No.: 7 )*       Name of issuer:  Lincoln National Corp     Title of Class of Securities:  Common Stock     CUSIP Number:  534187109     Date of Event Which Requires Filing of this Statement: December 31, 2017   Check the appropriate box to designate the rule pursuant to which this Schedule is filed:   (

LNC.WS / Lincoln National Corp. / VANGUARD GROUP INC - 3G/A (Passive Investment)

2018-02-09 sec.gov
lincolnnationalcorp.htm - Generated by SEC Publisher for SEC Filing SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549   Schedule 13G   Under the Securities Exchange Act of 1934 (Amendment No.: 7 )*       Name of issuer:  Lincoln National Corp     Title of Class of Securities:  Common Stock     CUSIP Number:  534187109     Date of Event Which Requires Filing of this Statement: December 31, 2017   Check the appropriate box to designate the rule pursuant to which this Schedule is filed:   (

LNC.WS / Lincoln National Corp. / BlackRock Inc. - 3G/A (Passive Investment)

2018-01-25 sec.gov
us5341871094_012418.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 8) LINCOLN NATIONAL CORPORATION -------------------------------------------------------- (Name of Issuer) Common Stock -------------------------------------------------------- (Title of Class of Securities) 534187109 -------------------------------------------------------- (CUSIP Number) December 31, 2017 -----------------------------------------

LNC.WS / Lincoln National Corp. / BlackRock Inc. - 3G/A (Passive Investment)

2018-01-25 sec.gov
us5341871094_012418.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 8) LINCOLN NATIONAL CORPORATION -------------------------------------------------------- (Name of Issuer) Common Stock -------------------------------------------------------- (Title of Class of Securities) 534187109 -------------------------------------------------------- (CUSIP Number) December 31, 2017 -----------------------------------------

Lincoln National 3G/A (Passive Acquisition of More Than 5% of Shares)

2017-03-10 sec.gov
lincolnnationalcorp.htm - Generated by SEC Publisher for SEC Filing SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549   Schedule 13G   Under the Securities Exchange Act of 1934 (Amendment No.: 6 )*       Name of issuer:  Lincoln National Corp     Title of Class of Securities:  Common Stock     CUSIP Number:  534187109     Date of Event Which Requires Filing of this Statement: February 28, 2017   Check the appropriate box to designate the rule pursuant to which this Schedule is filed:   (

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CUSIP: 534187959