D.L. Carlson Investment Group’s Annaly Capital Management NLY Stock Holding History

D.L. Carlson 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
2020 Q4	–	Sell	-3,500	Closed	-$136K	–	147
2020 Q3	$136K	Hold	3,500	–	–	0.03%	132
2020 Q2	$92K	Hold	3,500	–	–	0.03%	128
2020 Q1	$143K	Hold	3,500	–	–	0.05%	137
2019 Q4	$132K	Hold	3,500	–	–	0.04%	144
2019 Q3	$123K	Hold	3,500	–	–	0.04%	142
2019 Q2	$128K	Hold	3,500	–	–	0.04%	145
2019 Q1	$139K	Hold	3,500	–	–	0.04%	140
2018 Q4	$137K	Hold	3,500	–	–	0.05%	139
2018 Q3	$143K	Hold	3,500	–	–	0.04%	135
2018 Q2	$144K	Hold	3,500	–	–	0.04%	130
2018 Q1	$146K	Hold	3,500	–	–	0.05%	123
2017 Q4	$166K	Buy	3,500 +750	+27%	+$35.6K	0.05%	126
2017 Q3	$134K	Hold	2,750	–	–	0.04%	126
2017 Q2	$133K	Buy	+2,750	New	+$130K	0.04%	130
2013 Q4	–	Sell	-13,085	Closed	-$606K	–	134
2013 Q3	$606K	Sell	13,085 -2,913	-18%	-$137K	0.23%	93
2013 Q2	$804K	Buy	+15,998	New	+$935K	0.32%	80

Other funds holding NLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

D.L. Carlson Investment Group's NLY Position: Q4 2020 in Review

D.L. Carlson Investment Group sold out of Annaly Capital Management (NLY) in Q4 2020, closing a stake of 3,500 shares — an estimated $136K sold.

D.L. Carlson Investment Group first reported a position in NLY in Q2 2013 and held it in 16 quarters. The position peaked at $804K in Q2 2013. 697 funds tracked by Wall St. Rank hold NLY as of Q4 2020.

D.L. Carlson Investment Group reported no remaining Annaly Capital Management position as of Q4 2020 after selling out during the quarter.
D.L. Carlson Investment Group sold 3,500 Annaly Capital Management shares in Q4 2020, an estimated $136K.
D.L. Carlson Investment Group first reported a position in Annaly Capital Management in Q2 2013 and held it in 16 quarters.
D.L. Carlson Investment Group's Annaly Capital Management position peaked at $804K in Q2 2013.
697 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2020.

Based on D.L. Carlson Investment Group's 13F filing for Q4 2020, filed 9 Feb 2021.