Essex Savings Bank’s Annaly Capital Management NLY Stock Holding History

Essex Savings Bank’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 Q3	–	Sell	-5,802	Closed	-$152K	–	180
2020 Q2	$152K	Buy	+5,802	New	+$143K	0.09%	165
2019 Q3	–	Sell	-1,054	Closed	-$38K	–	458
2019 Q2	$38K	Buy	1,054 +554	+111%	+$21.1K	0.01%	484
2019 Q1	$20K	Hold	500	–	–	0.01%	425
2018 Q4	$20K	Buy	+500	New	+$20K	0.01%	412

Other funds holding NLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Essex Savings Bank's NLY Position: Q3 2020 in Review

Essex Savings Bank sold out of Annaly Capital Management (NLY) in Q3 2020, closing a stake of 5,802 shares — an estimated $152K sold.

Essex Savings Bank first reported a position in NLY in Q4 2018 and held it in 4 quarters. The position peaked at $152K in Q2 2020. 658 funds tracked by Wall St. Rank hold NLY as of Q3 2020.

Essex Savings Bank reported no remaining Annaly Capital Management position as of Q3 2020 after selling out during the quarter.
Essex Savings Bank sold 5,802 Annaly Capital Management shares in Q3 2020, an estimated $152K.
Essex Savings Bank first reported a position in Annaly Capital Management in Q4 2018 and held it in 4 quarters.
Essex Savings Bank's Annaly Capital Management position peaked at $152K in Q2 2020.
658 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2020.

Based on Essex Savings Bank's 13F filing for Q3 2020, filed 26 Oct 2020.