Burns Matteson Capital Management’s Annaly Capital Management NLY Stock Holding History

Burns Matteson Capital 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 Q1	–	Sell	-32,611	Closed	-$687K	–	170
2022 Q4	$687K	Buy	+32,611	New	+$642K	0.46%	51
2021 Q4	–	Sell	-13,102	Closed	-$441K	–	153
2021 Q3	$441K	Buy	+13,102	New	+$451K	0.33%	73

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 $3.38T AUM 44.17% 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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Burns Matteson Capital Management's NLY Position: Q1 2023 in Review

Burns Matteson Capital Management sold out of Annaly Capital Management (NLY) in Q1 2023, closing a stake of 32,611 shares — an estimated $687K sold.

Burns Matteson Capital Management first reported a position in NLY in Q3 2021 and held it in 2 quarters. The position peaked at $687K in Q4 2022. 562 funds tracked by Wall St. Rank hold NLY as of Q1 2023.

Burns Matteson Capital Management reported no remaining Annaly Capital Management position as of Q1 2023 after selling out during the quarter.
Burns Matteson Capital Management sold 32,611 Annaly Capital Management shares in Q1 2023, an estimated $687K.
Burns Matteson Capital Management first reported a position in Annaly Capital Management in Q3 2021 and held it in 2 quarters.
Burns Matteson Capital Management's Annaly Capital Management position peaked at $687K in Q4 2022.
562 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2023.

Based on Burns Matteson Capital Management's 13F filing for Q1 2023, filed 12 Dec 2023.