Jupiter Asset Management’s Annaly Capital Management NLY Stock Holding History

Jupiter Asset Management’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 Q1	–	Sell	-13,234	Closed	-$279K	–	474
2022 Q4	$279K	Sell	13,234 -710,908	-98%	-$14M	﹤0.01%	430
2022 Q3	$12.4M	Buy	+724,142	New	+$18.2M	0.19%	153
2020 Q4	–	Sell	-12,574	Closed	-$358K	–	634
2020 Q3	$358K	Buy	+12,574	New	+$364K	﹤0.01%	526

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Jupiter Asset Management's NLY Position: Q1 2023 in Review

Jupiter Asset Management sold out of Annaly Capital Management (NLY) in Q1 2023, closing a stake of 13,234 shares — an estimated $279K sold.

Jupiter Asset Management first reported a position in NLY in Q3 2020 and held it in 3 quarters. The position peaked at $12.4M in Q3 2022. 561 funds tracked by Wall St. Rank hold NLY as of Q1 2023.

Jupiter Asset Management reported no remaining Annaly Capital Management position as of Q1 2023 after selling out during the quarter.
Jupiter Asset Management sold 13,234 Annaly Capital Management shares in Q1 2023, an estimated $279K.
Jupiter Asset Management first reported a position in Annaly Capital Management in Q3 2020 and held it in 3 quarters.
Jupiter Asset Management's Annaly Capital Management position peaked at $12.4M in Q3 2022.
561 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2023.

Based on Jupiter Asset Management's 13F filing for Q1 2023, filed 10 May 2023.