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Hendershot Investments’s Annaly Capital Management NLY Stock Holding History

Hendershot Investments’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
-2,702
Closed -$64K – 143
2022
Q2 		$64K Buy
+2,702
New +$70K 0.01% 139
2022
Q1 		– Sell
-3,940
Closed -$123K – 149
2021
Q4 		$123K Buy
+3,940
New +$132K 0.02% 147

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

Hendershot Investments's NLY Position: Q3 2022 in Review

Hendershot Investments sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 2,702 shares — an estimated $64K sold.

Hendershot Investments first reported a position in NLY in Q4 2021 and held it in 2 quarters. The position peaked at $123K in Q4 2021. 554 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

  • Hendershot Investments reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
  • Hendershot Investments sold 2,702 Annaly Capital Management shares in Q3 2022, an estimated $64K.
  • Hendershot Investments first reported a position in Annaly Capital Management in Q4 2021 and held it in 2 quarters.
  • Hendershot Investments's Annaly Capital Management position peaked at $123K in Q4 2021.
  • 554 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on Hendershot Investments's 13F filing for Q3 2022, filed 1 Nov 2022.