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Bruce Berkowitz’s Lincoln National LNC Stock Holding History

Bruce Berkowitz’s Portfolio LNC Stock Details LNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-44,400
Closed -$2.38M – 23
2014
Q3 		$2.38M Hold
44,400
– – 0.03% 17
2014
Q2 		$2.28M Hold
44,400
– – 0.02% 45
2014
Q1 		$2.25M Hold
44,400
– – 0.02% 38
2013
Q4 		$2.29M Hold
44,400
– – 0.02% 35
2013
Q3 		$1.86M Sell
44,400
-1,200
-3% -$50.7K 0.02% 17
2013
Q2 		$1.66M Buy
+45,600
New +$1.55M 0.02% 17

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bruce Berkowitz's LNC Position: Q4 2014 in Review

Bruce Berkowitz sold out of Lincoln National (LNC) in Q4 2014, closing a stake of 44,400 shares — an estimated $2.38M sold.

Bruce Berkowitz first reported a position in LNC in Q2 2013 and held it in 6 quarters. The position peaked at $2.38M in Q3 2014. 586 funds tracked by Wall St. Rank hold LNC as of Q4 2014.

  • Bruce Berkowitz reported no remaining Lincoln National position as of Q4 2014 after selling out during the quarter.
  • Bruce Berkowitz sold 44,400 Lincoln National shares in Q4 2014, an estimated $2.38M.
  • Bruce Berkowitz first reported a position in Lincoln National in Q2 2013 and held it in 6 quarters.
  • Bruce Berkowitz's Lincoln National position peaked at $2.38M in Q3 2014.
  • 586 funds tracked by Wall St. Rank held Lincoln National as of Q4 2014.

Based on Fairholme Capital Management's 13F filing for Q4 2014, filed 17 Feb 2015.