Mattern Wealth Management’s Annaly Capital Management NLY Stock Holding History

Mattern Wealth 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
2022 Q3	–	Sell	-3,030	Closed	-$72K	–	162
2022 Q2	$72K	Sell	3,030 -3,323	-52%	-$86.1K	0.03%	151
2022 Q1	$179K	Hold	6,353	–	–	0.06%	157
2021 Q4	$199K	Hold	6,353	–	–	0.06%	168
2021 Q3	$214K	Hold	6,353	–	–	0.07%	157
2021 Q2	$215K	Buy	6,353 +3,323	+110%	+$121K	0.07%	160
2021 Q1	$104K	Hold	3,030	–	–	0.04%	154
2020 Q4	$102K	Buy	+3,030	New	+$93.8K	0.04%	151

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Mattern Wealth Management's NLY Position: Q3 2022 in Review

Mattern Wealth Management sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 3,030 shares — an estimated $72K sold.

Mattern Wealth Management first reported a position in NLY in Q4 2020 and held it in 7 quarters. The position peaked at $215K in Q2 2021. 553 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

Mattern Wealth Management reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
Mattern Wealth Management sold 3,030 Annaly Capital Management shares in Q3 2022, an estimated $72K.
Mattern Wealth Management first reported a position in Annaly Capital Management in Q4 2020 and held it in 7 quarters.
Mattern Wealth Management's Annaly Capital Management position peaked at $215K in Q2 2021.
553 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on Mattern Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.