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Morse Asset Management’s Annaly Capital Management NLY Stock Holding History

Morse Asset 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
2021
Q4 		– Sell
-12,475
Closed -$420K – 180
2021
Q3 		$420K Buy
+12,475
New +$429K 0.1% 128
2019
Q2 		– Sell
-6,250
Closed -$250K – 143
2019
Q1 		$250K Hold
6,250
– – 0.08% 115
2018
Q4 		$245K Sell
6,250
-125
-2% -$5K 0.09% 107
2018
Q3 		$261K Hold
6,375
– – 0.07% 119
2018
Q2 		$262K Sell
6,375
-75
-1% -$3.13K 0.07% 125
2018
Q1 		$269K Sell
6,450
-6,638
-51% -$283K 0.07% 129
2017
Q4 		$622K Buy
13,088
+13
+0.1% +$617 0.17% 94
2017
Q3 		$638K Buy
13,075
+1,950
+18% +$95.5K 0.19% 93
2017
Q2 		$536K Buy
11,125
+2,000
+22% +$94.4K 0.17% 93
2017
Q1 		$406K Buy
+9,125
New +$388K 0.14% 105

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Morse Asset Management's NLY Position: Q4 2021 in Review

Morse Asset Management sold out of Annaly Capital Management (NLY) in Q4 2021, closing a stake of 12,475 shares — an estimated $420K sold.

Morse Asset Management first reported a position in NLY in Q1 2017 and held it in 10 quarters. The position peaked at $638K in Q3 2017. 762 funds tracked by Wall St. Rank hold NLY as of Q4 2021.

  • Morse Asset Management reported no remaining Annaly Capital Management position as of Q4 2021 after selling out during the quarter.
  • Morse Asset Management sold 12,475 Annaly Capital Management shares in Q4 2021, an estimated $420K.
  • Morse Asset Management first reported a position in Annaly Capital Management in Q1 2017 and held it in 10 quarters.
  • Morse Asset Management's Annaly Capital Management position peaked at $638K in Q3 2017.
  • 762 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2021.

Based on Morse Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.