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 Q3	–	Hold	0	–	-$24K	–	887
2018 Q2	–	Hold	0	–	–	–	336
2018 Q1	–	Hold	0	–	–	–	361
2017 Q4	–	Hold	0	–	-$29K	–	889
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 New York $5.7T 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

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

Marshall Wace London, United Kingdom $93.4B 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 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

Legal & General Group

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return