LM Advisors’s Annaly Capital Management NLY Stock Holding History

LM 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 Q1	–	Sell	-2,700	Closed	-$52.3K	–	552
2023 Q4	$52.3K	Buy	+2,700	New	+$48.2K	0.01%	329

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LM Advisors's NLY Position: Q1 2024 in Review

LM Advisors sold out of Annaly Capital Management (NLY) in Q1 2024, closing a stake of 2,700 shares — an estimated $52.3K sold.

LM Advisors first reported a position in NLY in Q4 2023 and held it in 1 quarter. The position peaked at $52.3K in Q4 2023. 577 funds tracked by Wall St. Rank hold NLY as of Q1 2024.

LM Advisors reported no remaining Annaly Capital Management position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 2,700 Annaly Capital Management shares in Q1 2024, an estimated $52.3K.
LM Advisors first reported a position in Annaly Capital Management in Q4 2023 and held it in 1 quarter.
LM Advisors's Annaly Capital Management position peaked at $52.3K in Q4 2023.
577 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.