Cary Street Partners Investment Advisory’s Annaly Capital Management NLY Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-1,086	Closed	-$20.4K	–	1399
2023 Q3	$20.4K	Hold	1,086	–	–	﹤0.01%	1115
2023 Q2	$21.7K	Sell	1,086 -139	-11%	-$2.7K	﹤0.01%	1024
2023 Q1	$23.4K	Hold	1,225	–	–	﹤0.01%	932
2022 Q4	$25.8K	Buy	+1,225	New	+$24.1K	﹤0.01%	906
2021 Q1	–	Sell	-4,891	Closed	-$165K	–	386
2020 Q4	$165K	Buy	4,891 +4,616	+1,679%	+$143K	0.03%	338
2020 Q3	$8K	Buy	+275	New	+$7.96K	﹤0.01%	792

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 $59.7B AUM 29.08% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Cary Street Partners Investment Advisory's NLY Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Annaly Capital Management (NLY) in Q4 2023, closing a stake of 1,086 shares — an estimated $20.4K sold.

Cary Street Partners Investment Advisory first reported a position in NLY in Q3 2020 and held it in 6 quarters. The position peaked at $165K in Q4 2020. 570 funds tracked by Wall St. Rank hold NLY as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Annaly Capital Management position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 1,086 Annaly Capital Management shares in Q4 2023, an estimated $20.4K.
Cary Street Partners Investment Advisory first reported a position in Annaly Capital Management in Q3 2020 and held it in 6 quarters.
Cary Street Partners Investment Advisory's Annaly Capital Management position peaked at $165K in Q4 2020.
570 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.