ML&R Wealth Management’s Annaly Capital Management NLY Stock Holding History

ML&R 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	-2,500	Closed	-$59K	–	68
2022 Q2	$59K	Hold	2,500	–	–	0.03%	52
2022 Q1	$70K	Buy	+2,500	New	+$74.3K	0.03%	51

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

ML&R Wealth Management's NLY Position: Q3 2022 in Review

ML&R Wealth Management sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 2,500 shares — an estimated $59K sold.

ML&R Wealth Management first reported a position in NLY in Q1 2022 and held it in 2 quarters. The position peaked at $70K in Q1 2022. 553 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

ML&R Wealth Management reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
ML&R Wealth Management sold 2,500 Annaly Capital Management shares in Q3 2022, an estimated $59K.
ML&R Wealth Management first reported a position in Annaly Capital Management in Q1 2022 and held it in 2 quarters.
ML&R Wealth Management's Annaly Capital Management position peaked at $70K in Q1 2022.
553 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on ML&R Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.