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Howe & Rusling’s Annaly Capital Management NLY Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-26
Closed – – 782
2022
Q3 		$0 Buy
+26
New +$655 ﹤0.01% 1148
2018
Q2 		– Hold
0
– – – 336
2018
Q1 		– Hold
0
– – – 361
2017
Q3 		– Hold
0
– – – 347
2017
Q2 		– Hold
0
– – – 329
2017
Q1 		– Hold
0
– – – 938
2016
Q4 		– Hold
0
– – – 973
2016
Q3 		– Hold
0
– – – 673
2016
Q2 		– Hold
0
– – – 395
2016
Q1 		– Hold
0
– – – 450
2015
Q4 		– Hold
0
– – – 504
2015
Q3 		– Hold
0
– – – 485
2015
Q2 		– Hold
0
– – – 447
2015
Q1 		– Hold
0
– – – 402
2014
Q4 		– Hold
0
– – – 398

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Howe & Rusling's NLY Position: Q4 2022 in Review

Howe & Rusling sold out of Annaly Capital Management (NLY) in Q4 2022, closing a stake of 26 shares.

Howe & Rusling first reported a position in NLY in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 575 funds tracked by Wall St. Rank hold NLY as of Q4 2022.

  • Howe & Rusling reported no remaining Annaly Capital Management position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 26 Annaly Capital Management shares in Q4 2022.
  • Howe & Rusling first reported a position in Annaly Capital Management in Q3 2022 and held it in 1 quarter.
  • Howe & Rusling's Annaly Capital Management position peaked at $0 in Q3 2022.
  • 575 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.