Jefferies Financial Group’s Annaly Capital Management NLY Stock Holding History

Jefferies Financial Group’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 Q1	–	Sell	-50,000	Closed	-$969K	–	1889
2023 Q4	$969K	Sell	50,000 -40,000	-44%	-$714K	0.01%	969
2023 Q3	$1.69M	Buy	90,000 +30,000	+50%	+$596K	0.02%	664
2023 Q2	$1.2M	Sell	60,000 -160,000	-73%	-$3.11M	0.01%	848
2023 Q1	$4.2M	Buy	+220,000	New	+$4.64M	0.03%	417

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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 $39.9B AUM 29.7% 1-Year Est. Return

Jefferies Financial Group's NLY Position: Q4 2024 in Review

Jefferies Financial Group sold out of Annaly Capital Management (NLY) in Q4 2024, closing a stake of 11,804 shares — an estimated $237K sold.

Jefferies Financial Group first reported a position in NLY in Q1 2023 and held it in 5 quarters. The position peaked at $1.25M in Q4 2023. 630 funds tracked by Wall St. Rank hold NLY as of Q4 2024.

Jefferies Financial Group reported no remaining Annaly Capital Management position as of Q4 2024 after selling out during the quarter.
Jefferies Financial Group sold 11,804 Annaly Capital Management shares in Q4 2024, an estimated $237K.
Jefferies Financial Group first reported a position in Annaly Capital Management in Q1 2023 and held it in 5 quarters.
Jefferies Financial Group's Annaly Capital Management position peaked at $1.25M in Q4 2023.
630 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2024.

Based on Jefferies Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.