Advisors Preferred’s Lincoln National LNC Stock Holding History

Advisors Preferred’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
2024 Q4	–	Sell	-34,746	Closed	-$1.07M	–	249
2024 Q3	$1.07M	Sell	34,746 -135,695	-80%	-$4.23M	0.16%	77
2024 Q2	$5.34M	Buy	+170,441	New	+$5.16M	0.92%	31
2024 Q1	–	Sell	-140,203	Closed	-$3.83M	–	241
2023 Q4	$3.83M	Buy	+140,203	New	+$3.37M	0.63%	32
2018 Q3	–	Sell	-602	Closed	-$38K	–	228
2018 Q2	$38K	Buy	+602	New	+$41.2K	0.02%	175
2018 Q1	–	Sell	-413	Closed	-$32K	–	274
2017 Q4	$32K	Buy	+413	New	+$31.2K	0.01%	153
2014 Q4	–	Sell	-888	Closed	-$47.6K	–	316
2014 Q3	$47.6K	Buy	888 +803	+945%	+$42.7K	0.03%	142
2014 Q2	$4.37K	Sell	85 -189	-69%	-$9.34K	﹤0.01%	312
2014 Q1	$13.9K	Sell	274 -87	-24%	-$4.37K	0.01%	318
2013 Q4	$18K	Buy	+361	New	+$17.3K	0.01%	285

Other funds holding LNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Advisors Preferred's LNC Position: Q4 2024 in Review

Advisors Preferred sold out of Lincoln National (LNC) in Q4 2024, closing a stake of 34,746 shares — an estimated $1.07M sold.

Advisors Preferred first reported a position in LNC in Q4 2013 and held it in 9 quarters. The position peaked at $5.34M in Q2 2024. 559 funds tracked by Wall St. Rank hold LNC as of Q4 2024.

Advisors Preferred reported no remaining Lincoln National position as of Q4 2024 after selling out during the quarter.
Advisors Preferred sold 34,746 Lincoln National shares in Q4 2024, an estimated $1.07M.
Advisors Preferred first reported a position in Lincoln National in Q4 2013 and held it in 9 quarters.
Advisors Preferred's Lincoln National position peaked at $5.34M in Q2 2024.
559 funds tracked by Wall St. Rank held Lincoln National as of Q4 2024.

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