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Donoghue Forlines’s Annaly Capital Management NLY Stock Holding History

Donoghue Forlines’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
Q4 		– Sell
-13,505
Closed -$232K – 258
2022
Q3 		$232K Sell
13,505
-18,250
-57% -$460K 0.08% 204
2022
Q2 		$751K Buy
31,755
+175
+0.6% +$4.53K 0.2% 129
2022
Q1 		$889K Buy
31,580
+9,379
+42% +$279K 0.19% 160
2021
Q4 		$694K Buy
+22,201
New +$746K 0.12% 192
2021
Q3 		– Sell
-80,328
Closed -$2.85M – 230
2021
Q2 		$2.85M Buy
+80,328
New +$2.92M 0.53% 42

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Donoghue Forlines's NLY Position: Q4 2022 in Review

Donoghue Forlines sold out of Annaly Capital Management (NLY) in Q4 2022, closing a stake of 13,505 shares — an estimated $232K sold.

Donoghue Forlines first reported a position in NLY in Q2 2021 and held it in 5 quarters. The position peaked at $2.85M in Q2 2021. 573 funds tracked by Wall St. Rank hold NLY as of Q4 2022.

  • Donoghue Forlines reported no remaining Annaly Capital Management position as of Q4 2022 after selling out during the quarter.
  • Donoghue Forlines sold 13,505 Annaly Capital Management shares in Q4 2022, an estimated $232K.
  • Donoghue Forlines first reported a position in Annaly Capital Management in Q2 2021 and held it in 5 quarters.
  • Donoghue Forlines's Annaly Capital Management position peaked at $2.85M in Q2 2021.
  • 573 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2022.

Based on Donoghue Forlines's 13F filing for Q4 2022, filed 8 Feb 2023.