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Burney Company’s Annaly Capital Management NLY Stock Holding History

Burney Company’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
2020
Q3 		– Sell
-11,200
Closed -$294K – 515
2020
Q2 		$294K Sell
11,200
-13,281
-54% -$328K 0.02% 408
2020
Q1 		$496K Buy
24,481
+889
+4% +$31.3K 0.04% 300
2019
Q4 		$889K Sell
23,592
-7,970
-25% -$291K 0.05% 285
2019
Q3 		$1.11M Buy
31,562
+2,037
+7% +$73.4K 0.07% 245
2019
Q2 		$1.08M Buy
29,525
+3,133
+12% +$119K 0.07% 258
2019
Q1 		$1.05M Buy
26,392
+6,431
+32% +$262K 0.07% 253
2018
Q4 		$784K Buy
19,961
+4,980
+33% +$199K 0.06% 265
2018
Q3 		$613K Buy
14,981
+2,576
+21% +$108K 0.04% 304
2018
Q2 		$511K Buy
12,405
+9,621
+346% +$401K 0.03% 315
2018
Q1 		$116K Buy
+2,784
New +$119K 0.01% 407

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Burney Company's NLY Position: Q3 2020 in Review

Burney Company sold out of Annaly Capital Management (NLY) in Q3 2020, closing a stake of 11,200 shares — an estimated $294K sold.

Burney Company first reported a position in NLY in Q1 2018 and held it in 10 quarters. The position peaked at $1.11M in Q3 2019. 657 funds tracked by Wall St. Rank hold NLY as of Q3 2020.

  • Burney Company reported no remaining Annaly Capital Management position as of Q3 2020 after selling out during the quarter.
  • Burney Company sold 11,200 Annaly Capital Management shares in Q3 2020, an estimated $294K.
  • Burney Company first reported a position in Annaly Capital Management in Q1 2018 and held it in 10 quarters.
  • Burney Company's Annaly Capital Management position peaked at $1.11M in Q3 2019.
  • 657 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2020.

Based on Burney Company's 13F filing for Q3 2020, filed 14 Dec 2020.