Moneta Group Investment Advisors’s Annaly Capital Management NLY Stock Holding History

Moneta Group Investment Advisors’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	-2,834	Closed	-$67K	–	455
2022 Q2	$67K	Buy	+2,834	New	+$73.4K	﹤0.01%	455
2020 Q3	–	Sell	-2,820	Closed	-$74K	–	285
2020 Q2	$74K	Buy	2,820 +9	+0.3%	+$222	0.01%	250
2020 Q1	$57K	Buy	+2,811	New	+$98.9K	0.01%	230
2018 Q2	–	Sell	-128	Closed	-$5K	–	556
2018 Q1	$5K	Sell	128 -372	-74%	-$15.9K	﹤0.01%	512
2017 Q4	$24K	Buy	+500	New	+$23.7K	﹤0.01%	310

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

Moneta Group Investment Advisors's NLY Position: Q3 2022 in Review

Moneta Group Investment Advisors sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 2,834 shares — an estimated $67K sold.

Moneta Group Investment Advisors first reported a position in NLY in Q4 2017 and held it in 5 quarters. The position peaked at $74K in Q2 2020. 553 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

Moneta Group Investment Advisors reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
Moneta Group Investment Advisors sold 2,834 Annaly Capital Management shares in Q3 2022, an estimated $67K.
Moneta Group Investment Advisors first reported a position in Annaly Capital Management in Q4 2017 and held it in 5 quarters.
Moneta Group Investment Advisors's Annaly Capital Management position peaked at $74K in Q2 2020.
553 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.