Lafayette Investments’s Annaly Capital Management NLY Stock Holding History

Lafayette Investments’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
2024 Q2	–	Sell	-19,300	Closed	-$380K	–	147
2024 Q1	$380K	Hold	19,300	–	–	0.09%	103
2023 Q4	$374K	Hold	19,300	–	–	0.09%	94
2023 Q3	$363K	Buy	19,300 +500	+3%	+$9.94K	0.1%	92
2023 Q2	$376K	Buy	+18,800	New	+$365K	0.1%	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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Lafayette Investments's NLY Position: Q2 2024 in Review

Lafayette Investments sold out of Annaly Capital Management (NLY) in Q2 2024, closing a stake of 19,300 shares — an estimated $380K sold.

Lafayette Investments first reported a position in NLY in Q2 2023 and held it in 4 quarters. The position peaked at $380K in Q1 2024. 601 funds tracked by Wall St. Rank hold NLY as of Q2 2024.

Lafayette Investments reported no remaining Annaly Capital Management position as of Q2 2024 after selling out during the quarter.
Lafayette Investments sold 19,300 Annaly Capital Management shares in Q2 2024, an estimated $380K.
Lafayette Investments first reported a position in Annaly Capital Management in Q2 2023 and held it in 4 quarters.
Lafayette Investments's Annaly Capital Management position peaked at $380K in Q1 2024.
601 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2024.

Based on Lafayette Investments's 13F filing for Q2 2024, filed 31 Jul 2024.