Echo Street Capital Management’s Annaly Capital Management NLY Stock Holding History

Echo Street 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 Q4	–	Sell	-30,484	Closed	-$573K	–	290
2023 Q3	$573K	Buy	30,484 +9,737	+47%	+$194K	0.01%	232
2023 Q2	$415K	Buy	+20,747	New	+$403K	﹤0.01%	314
2022 Q4	–	Sell	-89,847	Closed	-$1.54M	–	604
2022 Q3	$1.54M	Buy	+89,847	New	+$2.26M	0.01%	119
2022 Q1	–	Sell	-38,867	Closed	-$1.22M	–	701
2021 Q4	$1.22M	Buy	38,867 +30,825	+383%	+$1.04M	0.01%	210
2021 Q3	$271K	Sell	8,042 -2,563	-24%	-$88.2K	﹤0.01%	535
2021 Q2	$377K	Buy	+10,605	New	+$385K	﹤0.01%	441

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

Echo Street Capital Management's NLY Position: Q4 2023 in Review

Echo Street Capital Management sold out of Annaly Capital Management (NLY) in Q4 2023, closing a stake of 30,484 shares — an estimated $573K sold.

Echo Street Capital Management first reported a position in NLY in Q2 2021 and held it in 6 quarters. The position peaked at $1.54M in Q3 2022. 570 funds tracked by Wall St. Rank hold NLY as of Q4 2023.

Echo Street Capital Management reported no remaining Annaly Capital Management position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 30,484 Annaly Capital Management shares in Q4 2023, an estimated $573K.
Echo Street Capital Management first reported a position in Annaly Capital Management in Q2 2021 and held it in 6 quarters.
Echo Street Capital Management's Annaly Capital Management position peaked at $1.54M in Q3 2022.
570 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.