Interchange Capital Partners’s Annaly Capital Management NLY Stock Holding History

Interchange Capital Partners’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	-7,616	Closed	-$180K	–	166
2022 Q2	$180K	Buy	7,616 +144	+2%	+$3.73K	0.2%	147
2022 Q1	$210K	Buy	7,472 +3,411	+84%	+$101K	0.22%	147
2021 Q4	$127K	Buy	+4,061	New	+$137K	0.13%	150
2021 Q2	–	Sell	-4,904	Closed	-$279K	–	184
2021 Q1	$279K	Buy	4,904 +822	+20%	+$27.8K	0.15%	176
2020 Q4	$137K	Buy	+4,082	New	+$126K	0.07%	262

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Interchange Capital Partners's NLY Position: Q3 2022 in Review

Interchange Capital Partners sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 7,616 shares — an estimated $180K sold.

Interchange Capital Partners first reported a position in NLY in Q4 2020 and held it in 5 quarters. The position peaked at $279K in Q1 2021. 553 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

Interchange Capital Partners reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
Interchange Capital Partners sold 7,616 Annaly Capital Management shares in Q3 2022, an estimated $180K.
Interchange Capital Partners first reported a position in Annaly Capital Management in Q4 2020 and held it in 5 quarters.
Interchange Capital Partners's Annaly Capital Management position peaked at $279K in Q1 2021.
553 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on Interchange Capital Partners's 13F filing for Q3 2022, filed 7 Nov 2022.