Berman Capital Advisors’s Annaly Capital Management NLY Stock Holding History

Berman Capital 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
2021 Q3	$127K	Buy	3,771 +1,342	+55%	+$46.2K	0.02%	373
2021 Q2	$86K	Buy	2,429 +831	+52%	+$30.2K	0.01%	424
2021 Q1	$54K	Buy	1,598 +2	+0.1%	+$68	0.01%	452
2020 Q4	$53K	Buy	1,596 +42	+3%	+$1.3K	0.01%	401
2020 Q3	$44K	Buy	1,554 +30	+2%	+$868	0.01%	378
2020 Q2	$39K	Buy	1,524 +1,070	+236%	+$26.4K	0.01%	383
2020 Q1	$9K	Buy	454 +146	+47%	+$5.13K	﹤0.01%	698
2019 Q4	$11K	Buy	308 +31	+11%	+$1.13K	﹤0.01%	710
2019 Q3	$9K	Buy	277 +105	+61%	+$3.78K	﹤0.01%	750
2019 Q2	$6K	Sell	172 -320	-65%	-$12.2K	﹤0.01%	911
2019 Q1	$19K	Buy	492 +246	+100%	+$10K	0.01%	472
2018 Q4	$9K	Buy	+246	New	+$9.84K	﹤0.01%	531

Other funds holding NLY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Berman Capital Advisors's NLY Position: Q3 2021 in Review

Berman Capital Advisors increased its Annaly Capital Management (NLY) stake by 55% in Q3 2021, buying an estimated $46.2K and bringing the position to 3,771 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #373.

Berman Capital Advisors first reported a position in NLY in Q4 2018 and has held it in 12 quarters since. 718 funds tracked by Wall St. Rank hold NLY as of Q3 2021.

Berman Capital Advisors held 3,771 shares of Annaly Capital Management worth $127K as of Q3 2021.
Berman Capital Advisors bought 1,342 Annaly Capital Management shares in Q3 2021, an estimated $46.2K.
Annaly Capital Management made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #373 holding.
Berman Capital Advisors first reported a position in Annaly Capital Management in Q4 2018 and has held it in 12 quarters since.
718 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.