Householder Group Estate & Retirement Specialist’s Annaly Capital Management NLY Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-1,306	Closed	-$26K	–	961
2024 Q3	$26K	Buy	1,306 +250	+24%	+$5.01K	0.01%	621
2024 Q2	$20K	Buy	1,056 +221	+26%	+$4.29K	0.01%	681
2024 Q1	$16.4K	Hold	835	–	–	﹤0.01%	713
2023 Q4	$16K	Hold	835	–	–	0.01%	678
2023 Q3	$15.7K	Buy	+835	New	+$16.6K	0.01%	688
2023 Q1	$16K	Hold	835	–	–	0.01%	685
2022 Q4	$17K	Hold	835	–	–	0.03%	182
2022 Q3	$14K	Buy	+835	New	+$21K	0.01%	660

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Norges Bank Oslo, Norway $935B AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's NLY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Annaly Capital Management (NLY) in Q4 2024, closing a stake of 1,306 shares — an estimated $26K sold.

Householder Group Estate & Retirement Specialist first reported a position in NLY in Q3 2022 and held it in 8 quarters. The position peaked at $26K in Q3 2024. 631 funds tracked by Wall St. Rank hold NLY as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Annaly Capital Management position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,306 Annaly Capital Management shares in Q4 2024, an estimated $26K.
Householder Group Estate & Retirement Specialist first reported a position in Annaly Capital Management in Q3 2022 and held it in 8 quarters.
Householder Group Estate & Retirement Specialist's Annaly Capital Management position peaked at $26K in Q3 2024.
631 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.