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

Formidable 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
2021 Q4	–	Sell	-3,251	Closed	-$109K	–	342
2021 Q3	$109K	Buy	+3,251	New	+$112K	0.02%	344
2020 Q2	–	Sell	-3,743	Closed	-$76K	–	277
2020 Q1	$76K	Hold	3,743	–	–	0.03%	198
2019 Q4	$144K	Buy	+3,743	New	+$136K	0.05%	210
2019 Q3	–	Sell	-2,618	Closed	-$100K	–	197
2019 Q2	$100K	Buy	+2,618	New	+$99.8K	0.03%	201
2016 Q1	–	Sell	-1,300	Closed	-$50K	–	528
2015 Q4	$50K	Hold	1,300	–	–	0.03%	221
2015 Q3	$51K	Buy	+1,300	New	+$52K	0.03%	227

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Formidable Asset Management's NLY Position: Q4 2021 in Review

Formidable Asset Management sold out of Annaly Capital Management (NLY) in Q4 2021, closing a stake of 3,251 shares — an estimated $109K sold.

Formidable Asset Management first reported a position in NLY in Q3 2015 and held it in 6 quarters. The position peaked at $144K in Q4 2019. 762 funds tracked by Wall St. Rank hold NLY as of Q4 2021.

Formidable Asset Management reported no remaining Annaly Capital Management position as of Q4 2021 after selling out during the quarter.
Formidable Asset Management sold 3,251 Annaly Capital Management shares in Q4 2021, an estimated $109K.
Formidable Asset Management first reported a position in Annaly Capital Management in Q3 2015 and held it in 6 quarters.
Formidable Asset Management's Annaly Capital Management position peaked at $144K in Q4 2019.
762 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2021.

Based on Formidable Asset Management's 13F filing for Q4 2021, filed 7 Feb 2022.