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 $5.7T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM