NFJ Investment Group’s Annaly Capital Management NLY Stock Holding History

NFJ Investment Group’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
2023 Q4	–	Sell	-449,192	Closed	-$8.45M	–	232
2023 Q3	$8.45M	Sell	449,192 -21,526	-5%	-$428K	0.25%	103
2023 Q2	$9.42M	Buy	470,718 +563	+0.1%	+$10.9K	0.25%	117
2023 Q1	$8.98M	Sell	470,155 -4,649	-1%	-$98.1K	0.24%	131
2022 Q4	$10M	Buy	+474,804	New	+$9.34M	0.26%	125
2021 Q2	–	Sell	-267,356	Closed	-$9.2M	–	387
2021 Q1	$9.2M	Buy	+267,356	New	+$9.06M	0.18%	159

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NFJ Investment Group's NLY Position: Q4 2023 in Review

NFJ Investment Group sold out of Annaly Capital Management (NLY) in Q4 2023, closing a stake of 449,192 shares — an estimated $8.45M sold.

NFJ Investment Group first reported a position in NLY in Q1 2021 and held it in 5 quarters. The position peaked at $10M in Q4 2022. 569 funds tracked by Wall St. Rank hold NLY as of Q4 2023.

NFJ Investment Group reported no remaining Annaly Capital Management position as of Q4 2023 after selling out during the quarter.
NFJ Investment Group sold 449,192 Annaly Capital Management shares in Q4 2023, an estimated $8.45M.
NFJ Investment Group first reported a position in Annaly Capital Management in Q1 2021 and held it in 5 quarters.
NFJ Investment Group's Annaly Capital Management position peaked at $10M in Q4 2022.
569 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2023.

Based on NFJ Investment Group's 13F filing for Q4 2023, filed 15 Feb 2024.