Muhlenkamp & Co’s Annaly Capital Management NLY Stock Holding History

Muhlenkamp & Co’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
2016 Q1	–	Sell	-29,425	Closed	-$1.1M	–	58
2015 Q4	$1.1M	Sell	29,425 -25,000	-46%	-$975K	0.33%	32
2015 Q3	$2.15M	Hold	54,425	–	–	0.63%	32
2015 Q2	$2M	Buy	+54,425	New	+$2.2M	0.43%	39

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Muhlenkamp & Co's NLY Position: Q4 2019 in Review

Muhlenkamp & Co increased its Annaly Capital Management (NLY) stake by 0.02% in Q4 2019, buying an estimated $1.35K and bringing the position to 189,721 shares worth $7.15M. The position accounts for 3.12% of the portfolio, ranked #17.

Muhlenkamp & Co first reported a position in NLY in Q1 2014 and has held it in 23 quarters since. 670 funds tracked by Wall St. Rank hold NLY as of Q4 2019.

Muhlenkamp & Co held 189,721 shares of Annaly Capital Management worth $7.15M as of Q4 2019.
Muhlenkamp & Co bought 37 Annaly Capital Management shares in Q4 2019, an estimated $1.35K.
Annaly Capital Management made up 3.12% of Muhlenkamp & Co's portfolio in Q4 2019, its #17 holding.
Muhlenkamp & Co first reported a position in Annaly Capital Management in Q1 2014 and has held it in 23 quarters since.
670 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2019.

Based on Muhlenkamp & Co's 13F filing for Q4 2019, filed 20 Feb 2020.