Kalos Management’s Annaly Capital Management NLY Stock Holding History

Kalos 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
2022 Q2	–	Sell	-3,369	Closed	-$94K	–	161
2022 Q1	$94K	Sell	3,369 -83	-2%	-$2.47K	0.06%	158
2021 Q4	$118K	Buy	3,452 +226	+7%	+$7.6K	0.03%	276
2021 Q3	$111K	Buy	3,226 +154	+5%	+$5.3K	0.03%	276
2021 Q2	$103K	Sell	3,072 -182	-6%	-$6.61K	0.04%	255
2021 Q1	$118K	Sell	3,254 -43	-1%	-$1.46K	0.04%	279
2020 Q4	$112K	Sell	3,297 -26	-0.8%	-$805	0.05%	238
2020 Q3	$100K	Sell	3,323 -216	-6%	-$6.25K	0.04%	217
2020 Q2	$104K	Sell	3,539 -670	-16%	-$16.5K	0.04%	205
2020 Q1	$98K	Buy	+4,209	New	+$148K	0.04%	189
2015 Q4	–	Hold	0	–	–	–	479

Other funds holding NLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Kalos Management's NLY Position: Q2 2022 in Review

Kalos Management sold out of Annaly Capital Management (NLY) in Q2 2022, closing a stake of 3,369 shares — an estimated $94K sold.

Kalos Management first reported a position in NLY in Q1 2020 and held it in 9 quarters. The position peaked at $118K in Q4 2021. 761 funds tracked by Wall St. Rank hold NLY as of Q2 2022.

Kalos Management reported no remaining Annaly Capital Management position as of Q2 2022 after selling out during the quarter.
Kalos Management sold 3,369 Annaly Capital Management shares in Q2 2022, an estimated $94K.
Kalos Management first reported a position in Annaly Capital Management in Q1 2020 and held it in 9 quarters.
Kalos Management's Annaly Capital Management position peaked at $118K in Q4 2021.
761 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2022.

Based on Kalos Management's 13F filing for Q2 2022, filed 12 Aug 2022.