Aperio Group’s Annaly Capital Management NLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $6.24M | Buy |
184,501
+588
| +0.3% | +$18.2K | 0.02% | 731 |
|
|
2020
Q3 | $5.24M | Buy |
183,913
+16,142
| +10% | +$467K | 0.02% | 723 |
|
|
2020
Q2 | $4.4M | Sell |
167,771
-91,893
| -35% | -$2.27M | 0.02% | 772 |
|
|
2020
Q1 | $5.27M | Buy |
259,664
+63,944
| +33% | +$2.25M | 0.02% | 633 |
|
|
2019
Q4 | $7.38M | Buy |
195,720
+15,326
| +8% | +$559K | 0.03% | 594 |
|
|
2019
Q3 | $6.35M | Buy |
180,394
+56,791
| +46% | +$2.05M | 0.03% | 627 |
|
|
2019
Q2 | $4.51M | Sell |
123,603
-182,296
| -60% | -$6.95M | 0.02% | 747 |
|
|
2019
Q1 | $12.2M | Sell |
305,899
-35,949
| -11% | -$1.47M | 0.05% | 391 |
|
|
2018
Q4 | $13.4M | Buy |
341,848
+38,733
| +13% | +$1.55M | 0.07% | 318 |
|
|
2018
Q3 | $12.4M | Sell |
303,115
-8,391
| -3% | -$352K | 0.05% | 375 |
|
|
2018
Q2 | $12.8M | Buy |
311,506
+76,235
| +32% | +$3.18M | 0.06% | 357 |
|
|
2018
Q1 | $9.81M | Sell |
235,271
-86,763
| -27% | -$3.7M | 0.05% | 423 |
|
|
2017
Q4 | $15.3M | Sell |
322,034
-11,916
| -4% | -$566K | 0.08% | 298 |
|
|
2017
Q3 | $16.3M | Buy |
333,950
+43,205
| +15% | +$2.12M | 0.09% | 266 |
|
|
2017
Q2 | $14M | Buy |
290,745
+60,866
| +26% | +$2.87M | 0.09% | 277 |
|
|
2017
Q1 | $10.2M | Buy |
229,879
+52,805
| +30% | +$2.25M | 0.07% | 337 |
|
|
2016
Q4 | $7.06M | Sell |
177,074
-21,245
| -11% | -$864K | 0.05% | 400 |
|
|
2016
Q3 | $8.33M | Buy |
198,319
+14,118
| +8% | +$612K | 0.06% | 372 |
|
|
2016
Q2 | $8.16M | Buy |
184,201
+18,123
| +11% | +$771K | 0.06% | 346 |
|
|
2016
Q1 | $6.82M | Buy |
166,078
+3,312
| +2% | +$130K | 0.06% | 379 |
|
|
2015
Q4 | $6.11M | Sell |
162,766
-21,219
| -12% | -$827K | 0.06% | 393 |
|
|
2015
Q3 | $7.26M | Buy |
183,985
+61,466
| +50% | +$2.46M | 0.07% | 317 |
|
|
2015
Q2 | $4.5M | Sell |
122,519
-14,088
| -10% | -$569K | 0.05% | 449 |
|
|
2015
Q1 | $5.68M | Buy |
136,607
+63,437
| +87% | +$2.7M | 0.06% | 372 |
|
|
2014
Q4 | $3.16M | Buy |
73,170
+8,751
| +14% | +$396K | 0.04% | 510 |
|
|
2014
Q3 | $2.75M | Buy |
64,419
+14,523
| +29% | +$664K | 0.04% | 525 |
|
|
2014
Q2 | $2.28M | Buy |
49,896
+2,985
| +6% | +$138K | 0.03% | 556 |
|
|
2014
Q1 | $2.06M | Buy |
+46,911
| New | +$2.03M | 0.03% | 694 |
|
|
2013
Q4 | – | Sell |
-32,434
| Closed | -$1.41M | – | 704 |
|
|
2013
Q3 | $1.5M | Buy |
32,434
+12,014
| +59% | +$565K | 0.03% | 680 |
|
|
2013
Q2 | $1.03M | Buy |
+20,420
| New | +$1.19M | 0.02% | 749 |
|
Other funds holding NLY
N
Aperio Group's NLY Position: Q4 2020 in Review
Aperio Group increased its Annaly Capital Management (NLY) stake by 0.32% in Q4 2020, buying an estimated $18.2K and bringing the position to 184,501 shares worth $6.24M. The position accounts for 0.02% of the portfolio, ranked #731.
Aperio Group first reported a position in NLY in Q2 2013 and has held it in 30 quarters since. The position peaked at $16.3M in Q3 2017. 698 funds tracked by Wall St. Rank hold NLY as of Q4 2020.
- Aperio Group held 184,501 shares of Annaly Capital Management worth $6.24M as of Q4 2020.
- Aperio Group bought 588 Annaly Capital Management shares in Q4 2020, an estimated $18.2K.
- Annaly Capital Management made up 0.02% of Aperio Group's portfolio in Q4 2020, its #731 holding.
- Aperio Group first reported a position in Annaly Capital Management in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Annaly Capital Management position peaked at $16.3M in Q3 2017.
- 698 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.