Private Ocean’s Annaly Capital Management NLY Stock Holding History

Private Ocean’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	$400	Buy	+21	New	+$408	﹤0.01%	583
2022 Q3	–	Sell	-38	Closed	–	–	612
2022 Q2	$0	Buy	+38	New	+$984	﹤0.01%	597
2020 Q1	–	Sell	-232	Closed	-$9K	–	575
2019 Q4	$9K	Buy	+232	New	+$8.46K	﹤0.01%	395

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

Private Ocean's NLY Position: Q2 2024 in Review

Private Ocean opened a new position in Annaly Capital Management (NLY) in Q2 2024: 21 shares worth $400. The stake represents ﹤0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: Private Ocean previously reported a position in NLY as recently as Q2 2022.

Private Ocean first reported a position in NLY in Q4 2019 and has held it in 3 quarters since. The position peaked at $9K in Q4 2019. 601 funds tracked by Wall St. Rank hold NLY as of Q2 2024.

Private Ocean held 21 shares of Annaly Capital Management worth $400 as of Q2 2024.
Annaly Capital Management was a new Private Ocean position in Q2 2024.
Annaly Capital Management made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #583 holding.
Private Ocean first reported a position in Annaly Capital Management in Q4 2019 and has held it in 3 quarters since.
Private Ocean's Annaly Capital Management position peaked at $9K in Q4 2019.
601 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.