Alan B. Lancz & Associates’s Annaly Capital Management NLY Stock Holding History

Alan B. Lancz & Associates’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
2023 Q2	–	Sell	-8,424	Closed	-$161K	–	167
2023 Q1	$161K	Sell	8,424 -200	-2%	-$4.22K	0.17%	144
2022 Q4	$196K	Hold	8,624	–	–	0.2%	134
2022 Q3	$148K	Buy	8,624 +149	+2%	+$3.75K	0.18%	145
2022 Q2	$233K	Sell	8,475 -200	-2%	-$5.18K	0.23%	114
2022 Q1	$244K	Buy	+8,675	New	+$258K	0.22%	120

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

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

Norges Bank Oslo, Norway $935B AUM

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

Alan B. Lancz & Associates's NLY Position: Q2 2023 in Review

Alan B. Lancz & Associates sold out of Annaly Capital Management (NLY) in Q2 2023, closing a stake of 8,424 shares — an estimated $161K sold.

Alan B. Lancz & Associates first reported a position in NLY in Q1 2022 and held it in 5 quarters. The position peaked at $244K in Q1 2022. 560 funds tracked by Wall St. Rank hold NLY as of Q2 2023.

Alan B. Lancz & Associates reported no remaining Annaly Capital Management position as of Q2 2023 after selling out during the quarter.
Alan B. Lancz & Associates sold 8,424 Annaly Capital Management shares in Q2 2023, an estimated $161K.
Alan B. Lancz & Associates first reported a position in Annaly Capital Management in Q1 2022 and held it in 5 quarters.
Alan B. Lancz & Associates's Annaly Capital Management position peaked at $244K in Q1 2022.
560 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2023.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2023, filed 9 Aug 2023.