Kenfarb & Co’s Annaly Capital Management NLY Stock Holding History

Kenfarb & Co’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	$244K	Hold	13,000	–	–	0.22%	93
2023 Q2	$260K	Hold	13,000	–	–	0.23%	92
2023 Q1	$248K	Hold	13,000	–	–	0.22%	92
2022 Q4	$274K	Buy	+13,000	New	+$256K	0.24%	88

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

Kenfarb & Co's NLY Position: Q3 2023 in Review

Kenfarb & Co held its Annaly Capital Management (NLY) position steady in Q3 2023 at 13,000 shares worth $244K. The position accounts for 0.22% of the portfolio, ranked #93.

Kenfarb & Co first reported a position in NLY in Q4 2022 and has held it in 4 quarters since. The position peaked at $274K in Q4 2022. 547 funds tracked by Wall St. Rank hold NLY as of Q3 2023.

Kenfarb & Co held 13,000 shares of Annaly Capital Management worth $244K as of Q3 2023.
Kenfarb & Co left its Annaly Capital Management share count unchanged in Q3 2023.
Annaly Capital Management made up 0.22% of Kenfarb & Co's portfolio in Q3 2023, its #93 holding.
Kenfarb & Co first reported a position in Annaly Capital Management in Q4 2022 and has held it in 4 quarters since.
Kenfarb & Co's Annaly Capital Management position peaked at $274K in Q4 2022.
547 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.