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Morton Brown Family Wealth’s Annaly Capital Management NLY Stock Holding History

Morton Brown Family Wealth’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
2024
Q1 		– Sell
-7
Closed -$136 – 270
2023
Q4 		$136 Buy
+7
New +$125 ﹤0.01% 280

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morton Brown Family Wealth's NLY Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of Annaly Capital Management (NLY) in Q1 2024, closing a stake of 7 shares — an estimated $136 sold.

Morton Brown Family Wealth first reported a position in NLY in Q4 2023 and held it in 1 quarter. The position peaked at $136 in Q4 2023. 578 funds tracked by Wall St. Rank hold NLY as of Q1 2024.

  • Morton Brown Family Wealth reported no remaining Annaly Capital Management position as of Q1 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 7 Annaly Capital Management shares in Q1 2024, an estimated $136.
  • Morton Brown Family Wealth first reported a position in Annaly Capital Management in Q4 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Annaly Capital Management position peaked at $136 in Q4 2023.
  • 578 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.