Joseph P. Lucia & Associates’s Annaly Capital Management NLY Stock Holding History

Joseph P. Lucia & Associates’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	-580	Closed	-$14K	–	326
2022 Q2	$14K	Hold	580	–	–	0.01%	287
2022 Q1	$16K	Buy	+580	New	+$17.2K	0.01%	286
2021 Q4	–	Sell	-705	Closed	-$24K	–	404
2021 Q3	$24K	Hold	705	–	–	0.01%	287
2021 Q2	$25K	Sell	705 -625	-47%	-$22.7K	0.01%	298
2021 Q1	$46K	Buy	1,330 +750	+129%	+$25.4K	0.02%	209
2020 Q4	$20K	Buy	+580	New	+$17.9K	0.01%	269
2020 Q3	–	Sell	-1,080	Closed	-$28K	–	324
2020 Q2	$28K	Buy	1,080 +42	+4%	+$1.04K	0.03%	217
2020 Q1	$21K	Sell	1,038 -1,696	-62%	-$59.7K	0.02%	223
2019 Q4	$103K	Hold	2,734	–	–	0.09%	132
2019 Q3	$96K	Hold	2,734	–	–	0.1%	128
2019 Q2	$100K	Sell	2,734 -1,842	-40%	-$70.2K	0.1%	121
2019 Q1	$1.81K	Buy	+4,576	New	+$187K	0.13%	92

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

Joseph P. Lucia & Associates's NLY Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 580 shares — an estimated $14K sold.

Joseph P. Lucia & Associates first reported a position in NLY in Q1 2019 and held it in 12 quarters. The position peaked at $103K in Q4 2019. 553 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 580 Annaly Capital Management shares in Q3 2022, an estimated $14K.
Joseph P. Lucia & Associates first reported a position in Annaly Capital Management in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Annaly Capital Management position peaked at $103K in Q4 2019.
553 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.