Baker Avenue Asset Management’s Annaly Capital Management NLY Stock Holding History

Baker Avenue Asset Management’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 Q4	–	Sell	-48	Closed	-$903	–	1098
2023 Q3	$903	Hold	48	–	–	﹤0.01%	1308
2023 Q2	$960	Sell	48 -57	-54%	-$1.11K	﹤0.01%	1190
2023 Q1	$2.01K	Buy	+105	New	+$2.21K	﹤0.01%	988
2014 Q1	–	Sell	-4,775	Closed	-$190K	–	245
2013 Q4	$190K	Buy	4,775 +2,275	+91%	+$98.8K	0.04%	235
2013 Q3	$116K	Buy	+2,500	New	+$118K	0.02%	215

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

Baker Avenue Asset Management's NLY Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Annaly Capital Management (NLY) in Q4 2023, closing a stake of 48 shares — an estimated $903 sold.

Baker Avenue Asset Management first reported a position in NLY in Q3 2013 and held it in 5 quarters. The position peaked at $190K in Q4 2013. 569 funds tracked by Wall St. Rank hold NLY as of Q4 2023.

Baker Avenue Asset Management reported no remaining Annaly Capital Management position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 48 Annaly Capital Management shares in Q4 2023, an estimated $903.
Baker Avenue Asset Management first reported a position in Annaly Capital Management in Q3 2013 and held it in 5 quarters.
Baker Avenue Asset Management's Annaly Capital Management position peaked at $190K in Q4 2013.
569 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.