Phase 2 Partners’s Annaly Capital Management NLY Stock Holding History

Phase 2 Partners’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 Q2	–	Sell	-260,174	Closed	-$5.12M	–	37
2024 Q1	$5.12M	Buy	+260,174	New	+$5.02M	2.68%	19

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

Norges Bank Oslo, Norway $935B AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Phase 2 Partners's NLY Position: Q2 2024 in Review

Phase 2 Partners sold out of Annaly Capital Management (NLY) in Q2 2024, closing a stake of 260,174 shares — an estimated $5.12M sold.

Phase 2 Partners first reported a position in NLY in Q1 2024 and held it in 1 quarter. The position peaked at $5.12M in Q1 2024. 601 funds tracked by Wall St. Rank hold NLY as of Q2 2024.

Phase 2 Partners reported no remaining Annaly Capital Management position as of Q2 2024 after selling out during the quarter.
Phase 2 Partners sold 260,174 Annaly Capital Management shares in Q2 2024, an estimated $5.12M.
Phase 2 Partners first reported a position in Annaly Capital Management in Q1 2024 and held it in 1 quarter.
Phase 2 Partners's Annaly Capital Management position peaked at $5.12M in Q1 2024.
601 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2024.

Based on Phase 2 Partners's 13F filing for Q2 2024, filed 14 Aug 2024.