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LifePro Asset Management’s Annaly Capital Management NLY Stock Holding History

LifePro Asset 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
2024
Q3 		$2.8M Buy
139,479
+7,322
+6% +$147K 1.71% 17
2024
Q2 		$2.52M Sell
132,157
-1,855
-1% -$36K 1.81% 19
2024
Q1 		$2.64M Buy
134,012
+19,847
+17% +$383K 1.74% 18
2023
Q4 		$2.21M Buy
+114,165
New +$2.04M 1.71% 23

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LifePro Asset Management's NLY Position: Q3 2024 in Review

LifePro Asset Management increased its Annaly Capital Management (NLY) stake by 5.5% in Q3 2024, buying an estimated $147K and bringing the position to 139,479 shares worth $2.8M. The position accounts for 1.71% of the portfolio, ranked #17.

LifePro Asset Management first reported a position in NLY in Q4 2023 and has held it in 4 quarters since. 617 funds tracked by Wall St. Rank hold NLY as of Q3 2024.

  • LifePro Asset Management held 139,479 shares of Annaly Capital Management worth $2.8M as of Q3 2024.
  • LifePro Asset Management bought 7,322 Annaly Capital Management shares in Q3 2024, an estimated $147K.
  • Annaly Capital Management made up 1.71% of LifePro Asset Management's portfolio in Q3 2024, its #17 holding.
  • LifePro Asset Management first reported a position in Annaly Capital Management in Q4 2023 and has held it in 4 quarters since.
  • 617 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.