Johnson Midwest Financial’s Annaly Capital Management NLY Stock Holding History

Johnson Midwest Financial’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
2023 Q3	$64.7K	Buy	3,442 +13	+0.4%	+$258	0.14%	74
2023 Q2	$68.6K	Buy	3,429 +12	+0.4%	+$233	0.06%	73
2023 Q1	$65.3K	Buy	3,417 +13	+0.4%	+$274	0.09%	75
2022 Q4	$72K	Buy	3,404 +16	+0.5%	+$315	0.26%	67
2022 Q3	$58	Buy	3,388 +62	+2%	+$1.56K	0.22%	76
2022 Q2	$79K	Buy	3,326 +65	+2%	+$1.68K	0.11%	66
2022 Q1	$92K	Buy	3,261 +364	+13%	+$10.8K	0.13%	54
2021 Q4	$91K	Sell	2,897 -24	-0.8%	-$807	0.07%	61
2021 Q3	$98K	Buy	2,921 +39	+1%	+$1.34K	0.08%	55
2021 Q2	$102K	Buy	2,882 +36	+1%	+$1.31K	0.1%	53
2021 Q1	$98K	Buy	2,846 +38	+1%	+$1.29K	0.1%	51
2020 Q4	$95K	Buy	+2,808	New	+$86.9K	0.09%	58

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Johnson Midwest Financial's NLY Position: Q3 2023 in Review

Johnson Midwest Financial increased its Annaly Capital Management (NLY) stake by 0.38% in Q3 2023, buying an estimated $258 and bringing the position to 3,442 shares worth $64.7K. The position accounts for 0.14% of the portfolio, ranked #74.

Johnson Midwest Financial first reported a position in NLY in Q4 2020 and has held it in 12 quarters since. The position peaked at $102K in Q2 2021. 547 funds tracked by Wall St. Rank hold NLY as of Q3 2023.

Johnson Midwest Financial held 3,442 shares of Annaly Capital Management worth $64.7K as of Q3 2023.
Johnson Midwest Financial bought 13 Annaly Capital Management shares in Q3 2023, an estimated $258.
Annaly Capital Management made up 0.14% of Johnson Midwest Financial's portfolio in Q3 2023, its #74 holding.
Johnson Midwest Financial first reported a position in Annaly Capital Management in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's Annaly Capital Management position peaked at $102K in Q2 2021.
547 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.