Family Asset Management’s Annaly Capital Management NLY Stock Holding History

Family Asset 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
2024 Q3	$374K	Buy	18,646 +46	+0.2%	+$921	0.23%	80
2024 Q2	$355K	Sell	18,600 -2,704	-13%	-$52.5K	0.23%	80
2024 Q1	$419K	Sell	21,304 -1,657	-7%	-$32K	0.26%	74
2023 Q4	$445K	Buy	22,961 +596	+3%	+$10.6K	0.3%	72
2023 Q3	$421K	Sell	22,365 -2,191	-9%	-$43.5K	0.31%	67
2023 Q2	$491K	Sell	24,556 -6,667	-21%	-$130K	0.33%	61
2023 Q1	$597K	Sell	31,223 -965	-3%	-$20.4K	0.44%	51
2022 Q4	$679K	Buy	+32,188	New	+$633K	0.56%	46

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Family Asset Management's NLY Position: Q3 2024 in Review

Family Asset Management increased its Annaly Capital Management (NLY) stake by 0.25% in Q3 2024, buying an estimated $921 and bringing the position to 18,646 shares worth $374K. The position accounts for 0.23% of the portfolio, ranked #80.

Family Asset Management first reported a position in NLY in Q4 2022 and has held it in 8 quarters since. The position peaked at $679K in Q4 2022. 617 funds tracked by Wall St. Rank hold NLY as of Q3 2024.

Family Asset Management held 18,646 shares of Annaly Capital Management worth $374K as of Q3 2024.
Family Asset Management bought 46 Annaly Capital Management shares in Q3 2024, an estimated $921.
Annaly Capital Management made up 0.23% of Family Asset Management's portfolio in Q3 2024, its #80 holding.
Family Asset Management first reported a position in Annaly Capital Management in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's Annaly Capital Management position peaked at $679K in Q4 2022.
617 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.