MIAS
NLY icon

Mason Investment Advisory Services’s Annaly Capital Management NLY Stock Holding History

Mason Investment Advisory Services’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
Q4 		– Sell
-10,864
Closed -$186K – 94
2022
Q3 		$186K Buy
+10,864
New +$274K 0.02% 88

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Mason Investment Advisory Services's NLY Position: Q4 2022 in Review

Mason Investment Advisory Services sold out of Annaly Capital Management (NLY) in Q4 2022, closing a stake of 10,864 shares — an estimated $186K sold.

Mason Investment Advisory Services first reported a position in NLY in Q3 2022 and held it in 1 quarter. The position peaked at $186K in Q3 2022. 573 funds tracked by Wall St. Rank hold NLY as of Q4 2022.

  • Mason Investment Advisory Services reported no remaining Annaly Capital Management position as of Q4 2022 after selling out during the quarter.
  • Mason Investment Advisory Services sold 10,864 Annaly Capital Management shares in Q4 2022, an estimated $186K.
  • Mason Investment Advisory Services first reported a position in Annaly Capital Management in Q3 2022 and held it in 1 quarter.
  • Mason Investment Advisory Services's Annaly Capital Management position peaked at $186K in Q3 2022.
  • 573 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2022.

Based on Mason Investment Advisory Services's 13F filing for Q4 2022, filed 7 Aug 2024.