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Buckingham Strategic Wealth’s Annaly Capital Management NLY Stock Holding History

Buckingham Strategic Wealth’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
2022
Q4 		– Sell
-12,502
Closed -$215K – 648
2022
Q3 		$215K Buy
12,502
+5,129
+70% +$129K ﹤0.01% 537
2022
Q2 		$174K Buy
7,373
+691
+10% +$17.9K ﹤0.01% 564
2022
Q1 		$188K Buy
6,682
+331
+5% +$9.84K ﹤0.01% 571
2021
Q4 		$199K Sell
6,351
-157
-2% -$5.28K ﹤0.01% 568
2021
Q3 		$219K Buy
6,508
+1,931
+42% +$66.5K ﹤0.01% 545
2021
Q2 		$163K Sell
4,577
-179
-4% -$6.5K ﹤0.01% 571
2021
Q1 		$164K Buy
4,756
+455
+11% +$15.4K 0.01% 527
2020
Q4 		$145K Buy
4,301
+56
+1% +$1.73K 0.01% 519
2020
Q3 		$121K Sell
4,245
-851
-17% -$24.6K 0.01% 465
2020
Q2 		$134K Buy
5,096
+1,866
+58% +$46.1K 0.01% 389
2020
Q1 		$66K Buy
3,230
+100
+3% +$3.52K 0.01% 448
2019
Q4 		$118K Buy
+3,130
New +$114K 0.01% 445

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Buckingham Strategic Wealth's NLY Position: Q4 2022 in Review

Buckingham Strategic Wealth sold out of Annaly Capital Management (NLY) in Q4 2022, closing a stake of 12,502 shares — an estimated $215K sold.

Buckingham Strategic Wealth first reported a position in NLY in Q4 2019 and held it in 12 quarters. The position peaked at $219K in Q3 2021. 573 funds tracked by Wall St. Rank hold NLY as of Q4 2022.

  • Buckingham Strategic Wealth reported no remaining Annaly Capital Management position as of Q4 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 12,502 Annaly Capital Management shares in Q4 2022, an estimated $215K.
  • Buckingham Strategic Wealth first reported a position in Annaly Capital Management in Q4 2019 and held it in 12 quarters.
  • Buckingham Strategic Wealth's Annaly Capital Management position peaked at $219K in Q3 2021.
  • 573 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.