Element Wealth’s Annaly Capital Management NLY Stock Holding History

Element Wealth’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	-2,724	Closed	-$64K	–	202
2022 Q2	$64K	Buy	2,724 +49	+2%	+$1.27K	0.06%	135
2022 Q1	$75K	Buy	2,675 +39	+1%	+$1.16K	0.06%	144
2021 Q4	$82K	Sell	2,636 -80	-3%	-$2.69K	0.06%	125
2021 Q3	$91K	Buy	2,716 +37	+1%	+$1.27K	0.07%	117
2021 Q2	$95K	Buy	2,679 +143	+6%	+$5.19K	0.07%	112
2021 Q1	$87K	Buy	2,536 +34	+1%	+$1.15K	0.07%	115
2020 Q4	$85K	Buy	+2,502	New	+$77.4K	0.08%	112
2020 Q1	–	Sell	-2,693	Closed	-$101K	–	127
2019 Q4	$101K	Buy	+2,693	New	+$98.2K	0.1%	83

Other funds holding NLY

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Element Wealth's NLY Position: Q3 2022 in Review

Element Wealth sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 2,724 shares — an estimated $64K sold.

Element Wealth first reported a position in NLY in Q4 2019 and held it in 8 quarters. The position peaked at $101K in Q4 2019. 553 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

Element Wealth reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
Element Wealth sold 2,724 Annaly Capital Management shares in Q3 2022, an estimated $64K.
Element Wealth first reported a position in Annaly Capital Management in Q4 2019 and held it in 8 quarters.
Element Wealth's Annaly Capital Management position peaked at $101K in Q4 2019.
553 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on Element Wealth's 13F filing for Q3 2022, filed 8 Nov 2022.