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Perpetual Investment Management’s Annaly Capital Management NLY Stock Holding History

Perpetual Investment 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
2022
Q4 		– Sell
-16,750
Closed -$287K – 220
2022
Q3 		$287K Hold
16,750
– – 0.04% 181
2022
Q2 		$396K Buy
+16,750
New +$434K 0.06% 171

Other funds holding NLY

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Vanguard Group
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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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Perpetual Investment Management's NLY Position: Q4 2022 in Review

Perpetual Investment Management sold out of Annaly Capital Management (NLY) in Q4 2022, closing a stake of 16,750 shares — an estimated $287K sold.

Perpetual Investment Management first reported a position in NLY in Q2 2022 and held it in 2 quarters. The position peaked at $396K in Q2 2022. 574 funds tracked by Wall St. Rank hold NLY as of Q4 2022.

  • Perpetual Investment Management reported no remaining Annaly Capital Management position as of Q4 2022 after selling out during the quarter.
  • Perpetual Investment Management sold 16,750 Annaly Capital Management shares in Q4 2022, an estimated $287K.
  • Perpetual Investment Management first reported a position in Annaly Capital Management in Q2 2022 and held it in 2 quarters.
  • Perpetual Investment Management's Annaly Capital Management position peaked at $396K in Q2 2022.
  • 574 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.