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Financial Perspectives’s Annaly Capital Management NLY Stock Holding History

Financial Perspectives’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
Q2 		– Sell
-126
Closed -$2.54K – 556
2020
Q1 		$2.54K Buy
+126
New +$4.43K ﹤0.01% 439

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Financial Perspectives's NLY Position: Q2 2020 in Review

Financial Perspectives sold out of Annaly Capital Management (NLY) in Q2 2020, closing a stake of 126 shares — an estimated $2.54K sold.

Financial Perspectives first reported a position in NLY in Q1 2020 and held it in 1 quarter. The position peaked at $2.54K in Q1 2020. 665 funds tracked by Wall St. Rank hold NLY as of Q2 2020.

  • Financial Perspectives reported no remaining Annaly Capital Management position as of Q2 2020 after selling out during the quarter.
  • Financial Perspectives sold 126 Annaly Capital Management shares in Q2 2020, an estimated $2.54K.
  • Financial Perspectives first reported a position in Annaly Capital Management in Q1 2020 and held it in 1 quarter.
  • Financial Perspectives's Annaly Capital Management position peaked at $2.54K in Q1 2020.
  • 665 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2020.

Based on Financial Perspectives's 13F filing for Q2 2020, filed 10 Jan 2024.