M&G Investment Management’s Annaly Capital Management NLY Stock Holding History

M&G Investment 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
2023 Q4	$8.59M	Hold	451,955	–	–	0.03%	224
2023 Q3	$8.59M	Sell	451,955 -177,243	-28%	-$3.52M	0.04%	213
2023 Q2	$12.6M	Buy	+629,198	New	+$12.2M	0.05%	176
2020 Q3	–	Sell	-3,156	Closed	-$88K	–	461
2020 Q2	$88K	Hold	3,156	–	–	﹤0.01%	398
2020 Q1	$63K	Hold	3,156	–	–	﹤0.01%	394
2019 Q4	$114K	Buy	+3,156	New	+$115K	﹤0.01%	426

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

M&G Investment Management's NLY Position: Q4 2023 in Review

M&G Investment Management held its Annaly Capital Management (NLY) position steady in Q4 2023 at 451,955 shares worth $8.59M. The position accounts for 0.03% of the portfolio, ranked #224.

M&G Investment Management first reported a position in NLY in Q4 2019 and has held it in 6 quarters since. The position peaked at $12.6M in Q2 2023. 569 funds tracked by Wall St. Rank hold NLY as of Q4 2023.

M&G Investment Management held 451,955 shares of Annaly Capital Management worth $8.59M as of Q4 2023.
M&G Investment Management left its Annaly Capital Management share count unchanged in Q4 2023.
Annaly Capital Management made up 0.03% of M&G Investment Management's portfolio in Q4 2023, its #224 holding.
M&G Investment Management first reported a position in Annaly Capital Management in Q4 2019 and has held it in 6 quarters since.
M&G Investment Management's Annaly Capital Management position peaked at $12.6M in Q2 2023.
569 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.