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Lee Financial’s Annaly Capital Management NLY Stock Holding History

Lee Financial’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
Q1 		– Sell
-75
Closed -$1.45K – 591
2023
Q4 		$1.45K Hold
75
– – ﹤0.01% 779
2023
Q3 		$1.41K Buy
+75
New +$1.49K ﹤0.01% 747
2023
Q1 		– Sell
-46
Closed -$970 – 900
2022
Q4 		$970 Hold
46
– – ﹤0.01% 773
2022
Q3 		$1K Sell
46
-320
-87% -$8.06K ﹤0.01% 769
2022
Q2 		$9K Buy
+366
New +$9.48K ﹤0.01% 469
2017
Q3 		– Sell
-49
Closed -$2K – 514
2017
Q2 		$2K Hold
49
– – ﹤0.01% 468
2017
Q1 		$2K Hold
49
– – ﹤0.01% 381
2016
Q4 		$2K Buy
+49
New +$1.99K ﹤0.01% 397

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lee Financial's NLY Position: Q1 2024 in Review

Lee Financial sold out of Annaly Capital Management (NLY) in Q1 2024, closing a stake of 75 shares — an estimated $1.45K sold.

Lee Financial first reported a position in NLY in Q4 2016 and held it in 8 quarters. The position peaked at $9K in Q2 2022. 579 funds tracked by Wall St. Rank hold NLY as of Q1 2024.

  • Lee Financial reported no remaining Annaly Capital Management position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 75 Annaly Capital Management shares in Q1 2024, an estimated $1.45K.
  • Lee Financial first reported a position in Annaly Capital Management in Q4 2016 and held it in 8 quarters.
  • Lee Financial's Annaly Capital Management position peaked at $9K in Q2 2022.
  • 579 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.