Operose Advisors’s Annaly Capital Management NLY Stock Holding History

Operose 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
2024 Q4	–	Sell	-537	Closed	-$10.8K	–	568
2024 Q3	$10.8K	Hold	537	–	–	﹤0.01%	486
2024 Q2	$10.2K	Hold	537	–	–	﹤0.01%	445
2024 Q1	$10.6K	Hold	537	–	–	﹤0.01%	485
2023 Q4	$10.4K	Sell	537 -700	-57%	-$12.5K	﹤0.01%	462
2023 Q3	$23.3K	Buy	+1,237	New	+$24.6K	0.01%	450

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Norges Bank Oslo, Norway $935B AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Operose Advisors's NLY Position: Q4 2024 in Review

Operose Advisors sold out of Annaly Capital Management (NLY) in Q4 2024, closing a stake of 537 shares — an estimated $10.8K sold.

Operose Advisors first reported a position in NLY in Q3 2023 and held it in 5 quarters. The position peaked at $23.3K in Q3 2023. 630 funds tracked by Wall St. Rank hold NLY as of Q4 2024.

Operose Advisors reported no remaining Annaly Capital Management position as of Q4 2024 after selling out during the quarter.
Operose Advisors sold 537 Annaly Capital Management shares in Q4 2024, an estimated $10.8K.
Operose Advisors first reported a position in Annaly Capital Management in Q3 2023 and held it in 5 quarters.
Operose Advisors's Annaly Capital Management position peaked at $23.3K in Q3 2023.
630 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.