1834 Investment Advisors’s Annaly Capital Management NLY Stock Holding History

1834 Investment Advisors’s Portfolio NLY Stock Details NLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,225	Closed	-$175K	–	200
2022 Q3	$175K	Hold	10,225	–	–	0.03%	191
2022 Q2	$242K	Hold	10,225	–	–	0.03%	176
2022 Q1	$288K	Hold	10,225	–	–	0.04%	165
2021 Q4	$320K	Hold	10,225	–	–	0.04%	156
2021 Q3	$344K	Hold	10,225	–	–	0.04%	149
2021 Q2	$363K	Buy	10,225 +3,175	+45%	+$115K	0.04%	149
2021 Q1	$243K	Hold	7,050	–	–	0.03%	182
2020 Q4	$238K	Hold	7,050	–	–	0.03%	178
2020 Q3	$201K	Buy	7,050 +5,875	+500%	+$170K	0.03%	184
2020 Q2	$31K	Sell	1,175 -7,188	-86%	-$178K	﹤0.01%	268
2020 Q1	$170K	Sell	8,363 -455	-5%	-$16K	0.03%	190
2019 Q4	$332K	Buy	8,818 +918	+12%	+$33.5K	0.05%	145
2019 Q3	$278K	Hold	7,900	–	–	0.04%	168
2019 Q2	$288K	Buy	7,900 +825	+12%	+$31.4K	0.04%	158
2019 Q1	$283K	Buy	7,075 +1,739	+33%	+$71K	0.04%	159
2018 Q4	$210K	Sell	5,336 -1,649	-24%	-$65.9K	0.04%	172
2018 Q3	$286K	Buy	6,985 +534	+8%	+$22.4K	0.04%	164
2018 Q2	$266K	Buy	6,451 +591	+10%	+$24.6K	0.04%	162
2018 Q1	$244K	Buy	5,860 +100	+2%	+$4.26K	0.04%	164
2017 Q4	$274K	Buy	5,760 +2,699	+88%	+$128K	0.04%	156
2017 Q3	$149K	Sell	3,061 -195	-6%	-$9.55K	0.03%	166
2017 Q2	$157K	Buy	3,256 +195	+6%	+$9.2K	0.03%	171
2017 Q1	$136K	Hold	3,061	–	–	0.03%	180
2016 Q4	$122K	Hold	3,061	–	–	0.02%	169
2016 Q3	$129K	Hold	3,061	–	–	0.03%	164
2016 Q2	$136K	Hold	3,061	–	–	0.03%	169
2016 Q1	$126K	Buy	+3,061	New	+$120K	0.03%	166

Other funds holding NLY

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

1834 Investment Advisors's NLY Position: Q4 2022 in Review

1834 Investment Advisors sold out of Annaly Capital Management (NLY) in Q4 2022, closing a stake of 10,225 shares — an estimated $175K sold.

1834 Investment Advisors first reported a position in NLY in Q1 2016 and held it in 27 quarters. The position peaked at $363K in Q2 2021. 573 funds tracked by Wall St. Rank hold NLY as of Q4 2022.

1834 Investment Advisors reported no remaining Annaly Capital Management position as of Q4 2022 after selling out during the quarter.
1834 Investment Advisors sold 10,225 Annaly Capital Management shares in Q4 2022, an estimated $175K.
1834 Investment Advisors first reported a position in Annaly Capital Management in Q1 2016 and held it in 27 quarters.
1834 Investment Advisors's Annaly Capital Management position peaked at $363K in Q2 2021.
573 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2022.

Based on 1834 Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.