BerganKDV Wealth Management’s Annaly Capital Management NLY Stock Holding History

BerganKDV Wealth 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 Q2	$1.4K	Sell	70 -8	-10%	-$155	﹤0.01%	721
2023 Q1	$1.49K	Buy	78 +16	+26%	+$338	﹤0.01%	864
2022 Q4	$1.31K	Sell	62 -271	-81%	-$5.33K	﹤0.01%	850
2022 Q3	$6K	Buy	333 +255	+327%	+$6.43K	﹤0.01%	652
2022 Q2	$2K	Buy	78 +2	+3%	+$52	﹤0.01%	839
2022 Q1	$2K	Hold	76	–	–	﹤0.01%	863
2021 Q4	$2K	Sell	76 -31	-29%	-$1.04K	﹤0.01%	924
2021 Q3	$4K	Sell	107 -149	-58%	-$5.13K	﹤0.01%	785
2021 Q2	$9K	Buy	256 +14	+6%	+$508	﹤0.01%	628
2021 Q1	$8K	Buy	242 +1	+0.4%	+$34	﹤0.01%	610
2020 Q4	$8K	Hold	241	–	–	﹤0.01%	600
2020 Q3	$7K	Sell	241 -350	-59%	-$10.1K	﹤0.01%	551
2020 Q2	$16K	Sell	591 -1,116	-65%	-$27.6K	﹤0.01%	480
2020 Q1	$35K	Sell	1,707 -41,348	-96%	-$1.45M	0.01%	361
2019 Q4	$1.62M	Sell	43,055 -2,847	-6%	-$104K	0.29%	82
2019 Q3	$1.62M	Buy	45,902 +439	+1%	+$15.8K	0.32%	70
2019 Q2	$1.66M	Sell	45,463 -517	-1%	-$19.7K	0.33%	65
2019 Q1	$1.84M	Buy	45,980 +4,397	+11%	+$179K	0.38%	58
2018 Q4	$1.63M	Buy	41,583 +418	+1%	+$16.7K	0.38%	51
2018 Q3	$1.68M	Buy	41,165 +1,805	+5%	+$75.6K	0.36%	55
2018 Q2	$1.62M	Buy	39,360 +1,305	+3%	+$54.4K	0.36%	53
2018 Q1	$1.59M	Buy	38,055 +3,075	+9%	+$131K	0.43%	46
2017 Q4	$1.66M	Sell	34,980 -752	-2%	-$35.7K	0.4%	45
2017 Q3	$1.74M	Sell	35,732 -1,022	-3%	-$50K	0.44%	33
2017 Q2	$1.77M	Buy	36,754 +720	+2%	+$34K	0.5%	29
2017 Q1	$1.6M	Buy	36,034 +4,091	+13%	+$174K	0.48%	37
2016 Q4	$1.27M	Sell	31,943 -3,826	-11%	-$156K	0.42%	46
2016 Q3	$1.5M	Buy	35,769 +213	+0.6%	+$9.23K	0.52%	35
2016 Q2	$1.57M	Buy	35,556 +6,550	+23%	+$279K	0.67%	33
2016 Q1	$1.19M	Buy	+29,006	New	+$1.14M	0.71%	39

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BerganKDV Wealth Management's NLY Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Annaly Capital Management (NLY) stake by 10% in Q2 2023, selling an estimated $155 and leaving 70 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

BerganKDV Wealth Management first reported a position in NLY in Q1 2016 and has held it in 30 quarters since. The position peaked at $1.84M in Q1 2019. 560 funds tracked by Wall St. Rank hold NLY as of Q2 2023.

BerganKDV Wealth Management held 70 shares of Annaly Capital Management worth $1.4K as of Q2 2023.
BerganKDV Wealth Management sold 8 Annaly Capital Management shares in Q2 2023, an estimated $155.
Annaly Capital Management made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #721 holding.
BerganKDV Wealth Management first reported a position in Annaly Capital Management in Q1 2016 and has held it in 30 quarters since.
BerganKDV Wealth Management's Annaly Capital Management position peaked at $1.84M in Q1 2019.
560 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.