Advisors Preferred’s Donnelley Financial Solutions DFIN Stock Holding History

Advisors Preferred’s Portfolio DFIN Stock Details DFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-77,834	Closed	-$5.09M	–	210
2024 Q3	$5.09M	Buy	+77,834	New	+$5.05M	0.78%	43
2024 Q2	–	Sell	-33,848	Closed	-$2.1M	–	176
2024 Q1	$2.1M	Sell	33,848 -9,831	-23%	-$615K	0.35%	52
2023 Q4	$2.68M	Sell	43,679 -34,497	-44%	-$1.97M	0.44%	48
2023 Q3	$4.44M	Buy	78,176 +8,174	+12%	+$397K	1.44%	16
2023 Q2	$3.2M	Buy	+70,002	New	+$3.09M	0.79%	31

Other funds holding DFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Advisors Preferred's DFIN Position: Q4 2024 in Review

Advisors Preferred sold out of Donnelley Financial Solutions (DFIN) in Q4 2024, closing a stake of 77,834 shares — an estimated $5.09M sold.

Advisors Preferred first reported a position in DFIN in Q2 2023 and held it in 5 quarters. The position peaked at $5.09M in Q3 2024. 244 funds tracked by Wall St. Rank hold DFIN as of Q4 2024.

Advisors Preferred reported no remaining Donnelley Financial Solutions position as of Q4 2024 after selling out during the quarter.
Advisors Preferred sold 77,834 Donnelley Financial Solutions shares in Q4 2024, an estimated $5.09M.
Advisors Preferred first reported a position in Donnelley Financial Solutions in Q2 2023 and held it in 5 quarters.
Advisors Preferred's Donnelley Financial Solutions position peaked at $5.09M in Q3 2024.
244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.