Horan Securities’s Annaly Capital Management NLY Stock Holding History

Horan Securities’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 Q3	–	Sell	-125	Closed	-$2.5K	–	457
2023 Q2	$2.5K	Hold	125	–	–	﹤0.01%	550
2023 Q1	$2.39K	Hold	125	–	–	﹤0.01%	550
2022 Q4	$2.63K	Hold	125	–	–	﹤0.01%	530
2022 Q3	$2K	Hold	125	–	–	﹤0.01%	494
2022 Q2	$3K	Hold	125	–	–	﹤0.01%	501
2022 Q1	$4K	Hold	125	–	–	﹤0.01%	402
2021 Q4	$4K	Buy	+125	New	+$4.2K	﹤0.01%	408
2021 Q2	$4K	Buy	+125	New	+$4.54K	﹤0.01%	374

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horan Securities's NLY Position: Q3 2023 in Review

Horan Securities sold out of Annaly Capital Management (NLY) in Q3 2023, closing a stake of 125 shares — an estimated $2.5K sold.

Horan Securities first reported a position in NLY in Q2 2021 and held it in 8 quarters. The position peaked at $4K in Q1 2022. 547 funds tracked by Wall St. Rank hold NLY as of Q3 2023.

Horan Securities reported no remaining Annaly Capital Management position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 125 Annaly Capital Management shares in Q3 2023, an estimated $2.5K.
Horan Securities first reported a position in Annaly Capital Management in Q2 2021 and held it in 8 quarters.
Horan Securities's Annaly Capital Management position peaked at $4K in Q1 2022.
547 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.