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Freedom Investment Management’s Annaly Capital Management NLY Stock Holding History

Freedom Investment 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
2022
Q3 		– Sell
-5,487
Closed -$130K – 759
2022
Q2 		$130K Sell
5,487
-8,388
-60% -$217K 0.01% 692
2022
Q1 		$391K Sell
13,875
-1,742
-11% -$51.8K 0.04% 548
2021
Q4 		$489K Buy
15,617
+7,481
+92% +$251K 0.04% 525
2021
Q3 		$274K Buy
8,136
+292
+4% +$10.1K 0.02% 658
2021
Q2 		$279K Buy
7,844
+780
+11% +$28.3K 0.02% 697
2021
Q1 		$243K Sell
7,064
-397
-5% -$13.4K 0.02% 727
2020
Q4 		$252K Buy
7,461
+2,386
+47% +$73.8K 0.03% 514
2020
Q3 		$145K Buy
5,075
+439
+9% +$12.7K 0.02% 517
2020
Q2 		$122K Buy
4,636
+986
+27% +$24.4K 0.01% 535
2020
Q1 		$146K Sell
3,650
-14
-0.4% -$492 0.01% 634
2019
Q4 		$138K Sell
3,664
-264
-7% -$9.62K 0.01% 633
2019
Q3 		$138K Buy
+3,928
New +$142K 0.01% 651
2019
Q2 		– Sell
-3,356
Closed -$134K – 719
2019
Q1 		$134K Buy
3,356
+526
+19% +$21.5K 0.01% 652
2018
Q4 		$111K Buy
+2,830
New +$113K 0.01% 734
2018
Q1 		– Sell
-3,070
Closed -$146K – 1180
2017
Q4 		$146K Sell
3,070
-1,248
-29% -$59.2K 0.01% 1073
2017
Q3 		$211K Buy
+4,318
New +$211K 0.01% 1002
2017
Q2 		– Sell
-4,000
Closed -$178K – 1104
2017
Q1 		$178K Sell
4,000
-277
-6% -$11.8K 0.01% 985
2016
Q4 		$171K Sell
4,277
-960
-18% -$39K 0.01% 923
2016
Q3 		$220K Buy
+5,237
New +$227K 0.01% 778

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Freedom Investment Management's NLY Position: Q3 2022 in Review

Freedom Investment Management sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 5,487 shares — an estimated $130K sold.

Freedom Investment Management first reported a position in NLY in Q3 2016 and held it in 19 quarters. The position peaked at $489K in Q4 2021. 553 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

  • Freedom Investment Management reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
  • Freedom Investment Management sold 5,487 Annaly Capital Management shares in Q3 2022, an estimated $130K.
  • Freedom Investment Management first reported a position in Annaly Capital Management in Q3 2016 and held it in 19 quarters.
  • Freedom Investment Management's Annaly Capital Management position peaked at $489K in Q4 2021.
  • 553 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on Freedom Investment Management's 13F filing for Q3 2022, filed 24 Oct 2022.