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Linscomb Wealth’s Annaly Capital Management NLY Stock Holding History

Linscomb Wealth’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
2022
Q2 		– Sell
-5,871
Closed -$165K – 316
2022
Q1 		$165K Buy
+5,871
New +$175K 0.01% 340
2017
Q1 		– Sell
-3,164
Closed -$126K – 256
2016
Q4 		$126K Buy
3,164
+79
+3% +$3.21K 0.01% 255
2016
Q3 		$130K Buy
3,085
+92
+3% +$3.98K 0.01% 243
2016
Q2 		$133K Buy
2,993
+83
+3% +$3.53K 0.01% 243
2016
Q1 		$119K Buy
2,910
+90
+3% +$3.53K 0.01% 244
2015
Q4 		$106K Sell
2,820
-1,492
-35% -$58.2K 0.01% 248
2015
Q3 		$170K Buy
4,312
+96
+2% +$3.84K 0.02% 248
2015
Q2 		$155K Sell
4,216
-846
-17% -$34.2K 0.02% 261
2015
Q1 		$211K Buy
5,062
+112
+2% +$4.76K 0.02% 256
2014
Q4 		$214K Buy
4,950
+101
+2% +$4.57K 0.02% 256
2014
Q3 		$207K Sell
4,849
-168
-3% -$7.68K 0.02% 266
2014
Q2 		$229K Buy
5,017
+1,045
+26% +$48.2K 0.02% 253
2014
Q1 		$174K Sell
3,972
-135
-3% -$5.83K 0.02% 264
2013
Q4 		$164K Buy
4,107
+21
+0.5% +$912 0.02% 223
2013
Q3 		$189K Buy
4,086
+293
+8% +$13.8K 0.02% 230
2013
Q2 		$191K Buy
+3,793
New +$222K 0.03% 220

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Linscomb Wealth's NLY Position: Q2 2022 in Review

Linscomb Wealth sold out of Annaly Capital Management (NLY) in Q2 2022, closing a stake of 5,871 shares — an estimated $165K sold.

Linscomb Wealth first reported a position in NLY in Q2 2013 and held it in 16 quarters. The position peaked at $229K in Q2 2014. 762 funds tracked by Wall St. Rank hold NLY as of Q2 2022.

  • Linscomb Wealth reported no remaining Annaly Capital Management position as of Q2 2022 after selling out during the quarter.
  • Linscomb Wealth sold 5,871 Annaly Capital Management shares in Q2 2022, an estimated $165K.
  • Linscomb Wealth first reported a position in Annaly Capital Management in Q2 2013 and held it in 16 quarters.
  • Linscomb Wealth's Annaly Capital Management position peaked at $229K in Q2 2014.
  • 762 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2022.

Based on Linscomb Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.