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Chicago Partners Investment Group’s Annaly Capital Management NLY Stock Holding History

Chicago Partners Investment Group’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
Q3 		– Sell
-3,983
Closed -$110K – 617
2022
Q2 		$110K Buy
3,983
+896
+29% +$23.2K 0.01% 568
2022
Q1 		$79K Hold
3,087
– – 0.01% 545
2021
Q4 		$89K Hold
3,087
– – 0.01% 553
2021
Q3 		$106K Sell
3,087
-50
-2% -$1.72K 0.01% 566
2021
Q2 		$106K Buy
3,137
+48
+2% +$1.74K 0.01% 519
2021
Q1 		$109K Buy
+3,089
New +$105K 0.01% 508
2019
Q2 		– Sell
-2,554
Closed -$102K – 326
2019
Q1 		$102K Buy
+2,554
New +$104K 0.02% 306
2018
Q4 		– Sell
-2,046
Closed -$81K – 697
2018
Q3 		$81K Buy
2,046
+312
+18% +$13.1K 0.01% 446
2018
Q2 		$71K Buy
1,734
+155
+10% +$6.46K 0.01% 433
2018
Q1 		$66K Hold
1,579
– – 0.01% 411
2017
Q4 		$75K Hold
1,579
– – 0.01% 398
2017
Q3 		$77K Buy
+1,579
New +$77.3K 0.01% 379
2017
Q2 		– Sell
-1,579
Closed -$70K – 737
2017
Q1 		$70K Hold
1,579
– – 0.02% 286
2016
Q4 		$63K Hold
1,579
– – 0.02% 275
2016
Q3 		$66K Sell
1,579
-267
-14% -$11.6K 0.03% 273
2016
Q2 		$82K Hold
1,846
– – 0.04% 204
2016
Q1 		$76K Hold
1,846
– – 0.04% 198
2015
Q4 		$69K Sell
1,846
-221
-11% -$8.62K 0.03% 260
2015
Q3 		$82K Buy
2,067
+3
+0.1% +$120 0.05% 196
2015
Q2 		$76K Sell
2,064
-125
-6% -$5.05K 0.03% 209
2015
Q1 		$95K Sell
2,189
-77
-3% -$3.27K 0.04% 183
2014
Q4 		$98K Buy
+2,266
New +$102K 0.04% 180

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Chicago Partners Investment Group's NLY Position: Q3 2022 in Review

Chicago Partners Investment Group sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 3,983 shares — an estimated $110K sold.

Chicago Partners Investment Group first reported a position in NLY in Q4 2014 and held it in 22 quarters. The position peaked at $110K in Q2 2022. 554 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

  • Chicago Partners Investment Group reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
  • Chicago Partners Investment Group sold 3,983 Annaly Capital Management shares in Q3 2022, an estimated $110K.
  • Chicago Partners Investment Group first reported a position in Annaly Capital Management in Q4 2014 and held it in 22 quarters.
  • Chicago Partners Investment Group's Annaly Capital Management position peaked at $110K in Q2 2022.
  • 554 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on Chicago Partners Investment Group's 13F filing for Q3 2022, filed 9 Nov 2022.