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Glass Jacobson Investment Advisors’s Annaly Capital Management NLY Stock Holding History

Glass Jacobson Investment Advisors’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
2023
Q4 		– Sell
-80
Closed -$1.5K – 780
2023
Q3 		$1.5K Hold
80
– – ﹤0.01% 662
2023
Q2 		$1.6K Buy
+80
New +$1.55K ﹤0.01% 665
2022
Q4 		$1.69K Buy
+80
New +$1.57K ﹤0.01% 682

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Glass Jacobson Investment Advisors's NLY Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of Annaly Capital Management (NLY) in Q4 2023, closing a stake of 80 shares — an estimated $1.5K sold.

Glass Jacobson Investment Advisors first reported a position in NLY in Q4 2022 and held it in 3 quarters. The position peaked at $1.69K in Q4 2022. 570 funds tracked by Wall St. Rank hold NLY as of Q4 2023.

  • Glass Jacobson Investment Advisors reported no remaining Annaly Capital Management position as of Q4 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 80 Annaly Capital Management shares in Q4 2023, an estimated $1.5K.
  • Glass Jacobson Investment Advisors first reported a position in Annaly Capital Management in Q4 2022 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's Annaly Capital Management position peaked at $1.69K in Q4 2022.
  • 570 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.