Legacy Advisors’s Annaly Capital Management NLY Stock Holding History

Legacy Advisors’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	-15,261	Closed	-$300K	–	337
2024 Q1	$300K	Hold	15,261	–	–	0.04%	250
2023 Q4	$296K	Buy	+15,261	New	+$272K	0.04%	248
2020 Q4	–	Sell	-22,263	Closed	-$634K	–	113
2020 Q3	$634K	Hold	22,263	–	–	0.42%	45
2020 Q2	$584K	Hold	22,263	–	–	0.46%	53
2020 Q1	$451K	Buy	22,263 +200	+0.9%	+$7.04K	0.45%	56
2019 Q4	$831K	Sell	22,063 -575	-3%	-$21K	0.53%	42
2019 Q3	$797K	Buy	22,638 +7,125	+46%	+$257K	0.6%	39
2019 Q2	$567K	Sell	15,513 -13,762	-47%	-$524K	0.38%	53
2019 Q1	$1.17M	Buy	+29,275	New	+$1.19M	0.38%	61
2018 Q4	–	Sell	-1,138	Closed	-$47K	–	300
2018 Q3	$47K	Hold	1,138	–	–	0.02%	236
2018 Q2	$47K	Sell	1,138 -2,687	-70%	-$112K	0.04%	193
2018 Q1	$157K	Buy	+3,825	New	+$163K	0.12%	93
2017 Q2	–	Sell	-1,725	Closed	-$78K	–	207
2017 Q1	$78K	Sell	1,725 -3,250	-65%	-$138K	0.11%	75
2016 Q4	$203K	Buy	+4,975	New	+$202K	0.28%	40

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

Legacy Advisors's NLY Position: Q2 2024 in Review

Legacy Advisors sold out of Annaly Capital Management (NLY) in Q2 2024, closing a stake of 15,261 shares — an estimated $300K sold.

Legacy Advisors first reported a position in NLY in Q4 2016 and held it in 14 quarters. The position peaked at $1.17M in Q1 2019. 601 funds tracked by Wall St. Rank hold NLY as of Q2 2024.

Legacy Advisors reported no remaining Annaly Capital Management position as of Q2 2024 after selling out during the quarter.
Legacy Advisors sold 15,261 Annaly Capital Management shares in Q2 2024, an estimated $300K.
Legacy Advisors first reported a position in Annaly Capital Management in Q4 2016 and held it in 14 quarters.
Legacy Advisors's Annaly Capital Management position peaked at $1.17M in Q1 2019.
601 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2024.

Based on Legacy Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.