MidWestOne Financial Group’s Annaly Capital Management NLY Stock Holding History

MidWestOne Financial Group’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 Q1	–	Sell	-31,079	Closed	-$655K	–	270
2022 Q4	$655K	Buy	31,079 +9,846	+46%	+$194K	0.15%	152
2022 Q3	$364K	Buy	21,233 +5,150	+32%	+$130K	0.09%	182
2022 Q2	$380K	Sell	16,083 -256	-2%	-$6.63K	0.09%	177
2022 Q1	$460K	Buy	16,339 +1,482	+10%	+$44K	0.1%	180
2021 Q4	$465K	Buy	14,857 +2,665	+22%	+$89.6K	0.1%	183
2021 Q3	$411K	Buy	12,192 +335	+3%	+$11.5K	0.1%	169
2021 Q2	$421K	Sell	11,857 -236	-2%	-$8.57K	0.1%	164
2021 Q1	$416K	Sell	12,093 -8,165	-40%	-$277K	0.1%	157
2020 Q4	$685K	Sell	20,258 -510	-2%	-$15.8K	0.19%	123
2020 Q3	$591K	Sell	20,768 -9,330	-31%	-$270K	0.2%	129
2020 Q2	$790K	Buy	+30,098	New	+$743K	0.33%	62

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

MidWestOne Financial Group's NLY Position: Q1 2023 in Review

MidWestOne Financial Group sold out of Annaly Capital Management (NLY) in Q1 2023, closing a stake of 31,079 shares — an estimated $655K sold.

MidWestOne Financial Group first reported a position in NLY in Q2 2020 and held it in 11 quarters. The position peaked at $790K in Q2 2020. 561 funds tracked by Wall St. Rank hold NLY as of Q1 2023.

MidWestOne Financial Group reported no remaining Annaly Capital Management position as of Q1 2023 after selling out during the quarter.
MidWestOne Financial Group sold 31,079 Annaly Capital Management shares in Q1 2023, an estimated $655K.
MidWestOne Financial Group first reported a position in Annaly Capital Management in Q2 2020 and held it in 11 quarters.
MidWestOne Financial Group's Annaly Capital Management position peaked at $790K in Q2 2020.
561 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2023.

Based on MidWestOne Financial Group's 13F filing for Q1 2023, filed 16 May 2023.