Joel Greenblatt - Gotham Asset Management
Holding/activity history for Lincoln National Corp. (LNC)
← All LNC superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 140,126 | 0.02 | Reduce 54.04% | 0.03 | $32.18–38.48 · VW $35.32i | $4,974,473 | SEC |
| 2025 Q4 | 304,861 | 0.05 | Add 112.64% | 0.03 | $33.80–46.82 · VW $38.31i | $13,575,460 | SEC |
| 2025 Q3 | 143,369 | 0.03 | Add 263.31% | 0.02 | $37.99–43.66 · VW $40.93i | $5,782,072 | SEC |
| 2025 Q2 | 39,462 | <0.01 | Reduce 13.14% | <0.01 | $31.69–43.12 · VW $39.25i | $1,365,385 | SEC |
| 2025 Q1 | 45,433 | 0.01 | Add 287.65% | 0.01 | $27.58–39.57 · VW $33.43i | $1,631,499 | SEC |
| 2024 Q4 | 11,720 | <0.01 | Add 4.68% | <0.01 | $29.88–39.85 · VW $36.24i | $371,641 | SEC |
| 2024 Q3 | 11,196 | <0.01 | Add 1.86% | <0.01 | $28.01–36.98 · VW $33.51i | $352,786 | SEC |
| 2024 Q2 | 10,992 | <0.01 | Buy | <0.01 | $27.75–36.46 · VW $32.10i | $341,851 | SEC |
| 2024 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $25.60–33.05 · VW $30.55i | SEC | |
| 2023 Q4 | 12,199 | <0.01 | Buy | <0.01 | $23.40–28.64 · VW $26.53i | $329,007 | SEC |
| 2023 Q3 | 0 | 0.00 | Sell 100.00% | 0.02 | $20.85–26.93 · VW $23.85i | SEC | |
| 2023 Q2 | 27,459 | 0.02 | Reduce 32.33% | <0.01 | $20.47–29.22 · VW $25.12i | $707,344 | SEC |
| 2023 Q1 | 40,575 | 0.02 | Add 131.34% | 0.01 | $18.50–32.08 · VW $23.83i | $911,720 | SEC |
| 2022 Q4 | 17,539 | 0.02 | Buy | 0.02 | $28.61–39.40 · VW $33.24i | $538,798 | SEC |
| 2021 Q4 | 0 | 0.00 | Sell 100.00% | 0.02 | $61.72–76.40 · VW $68.51i | SEC | |
| 2021 Q3 | 7,080 | 0.02 | Reduce 3.15% | <0.01 | $62.53–77.57 · VW $68.81i | $487,000 | SEC |
| 2021 Q2 | 7,310 | 0.02 | Add 28.47% | <0.01 | $56.41–71.68 · VW $65.58i | $459,000 | SEC |
| 2021 Q1 | 5,690 | 0.02 | Add 40.08% | <0.01 | $55.01–71.19 · VW $65.33i | $354,000 | SEC |
| 2020 Q4 | 4,062 | <0.01 | Buy | <0.01 | $44.59–60.64 · VW $54.03i | $204,000 | SEC |
| 2020 Q3 | 0 | 0.00 | Sell 100.00% | 0.01 | $29.42–50.93 · VW $42.52i | SEC | |
| 2020 Q2 | 13,048 | 0.01 | Add 5.85% | <0.01 | $32.44–50.32 · VW $39.60i | $480,000 | SEC |
| 2020 Q1 | 12,327 | <0.01 | Add 116.91% | <0.01 | $16.11–48.71 · VW $34.25i | $324,000 | SEC |
| 2019 Q4 | 5,683 | <0.01 | Buy | <0.01 | $44.03–61.96 · VW $50.46i | $335,000 | SEC |
| 2019 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $51.46–62.95 · VW $57.82i | SEC | |
| 2019 Q2 | 4,293 | <0.01 | Reduce 86.51% | 0.02 | $50.82–67.17 · VW $56.96i | $277,000 | SEC |
| 2019 Q1 | 31,812 | 0.03 | Add 241.66% | 0.02 | $57.15–67.52 · VW $61.37i | $1,867,000 | SEC |
| 2018 Q4 | 9,311 | <0.01 | Buy | <0.01 | $48.07–64.80 · VW $58.46i | $478,000 | SEC |
| 2015 Q4 | 0 | 0.00 | Sell 100.00% | <0.01 | $30.39–55.92 · VW $40.95i | SEC | |
| 2015 Q3 | 4,537 | <0.01 | Add 25.47% | <0.01 | $45.56–57.54 · VW $52.70i | $215,000 | SEC |
| 2015 Q2 | 3,616 | <0.01 | Reduce 8.55% | <0.01 | $45.77–62.08 · VW $52.88i | $214,000 | SEC |
| 2015 Q1 | 3,954 | <0.01 | Reduce 16.69% | <0.01 | $55.75–60.84 · VW $57.87i | $227,000 | SEC |
| 2014 Q4 | 4,746 | <0.01 | Buy | <0.01 | $49.83–59.17 · VW $55.55i | $274,000 | SEC |
| 2014 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $48.23–55.16 · VW $52.81i | SEC | |
| 2014 Q1 | 6,834 | <0.01 | Add 6.07% | <0.01 | $45.61–53.26 · VW $48.94i | $346,000 | SEC |
| 2013 Q4 | 6,443 | <0.01 | Reduce 31.20% | <0.01 | $45.71–52.55 · VW $49.46i | $333,000 | SEC |
| 2013 Q3 | 9,365 | 0.01 | Reduce 8.95% | <0.01 | $40.84–51.61 · VW $47.93i | $393,000 | SEC |
| 2013 Q2 | 10,285 | 0.02 | Reduce 4.46% | <0.01 | $33.57–44.84 · VW $40.15i | $375,000 | SEC |
| 2013 Q1 | 10,765 | 0.02 | Buy | 0.02 | $28.91–36.63 · VW $33.73i | $351,000 | SEC |
Price snapshot:
Current price$40.85
Avg. buy price$41.82
+/- since buy-2.33%
52-week low$31.40
52-week high$45.22