Retirement Group’s Annaly Capital Management NLY Stock Holding History

Retirement 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
2024 Q1	$62.4K	Buy	3,168 +687	+28%	+$13.2K	0.02%	210
2023 Q4	$48.1K	Buy	2,481 +2,263	+1,038%	+$40.4K	0.02%	226
2023 Q3	$4.1K	Hold	218	–	–	﹤0.01%	506
2023 Q2	$4.36K	Hold	218	–	–	﹤0.01%	529
2023 Q1	$4K	Hold	218	–	–	﹤0.01%	523
2022 Q4	$5K	Hold	218	–	–	﹤0.01%	441
2022 Q3	$4K	Sell	218 -1	-0.5%	-$25	﹤0.01%	353
2022 Q2	$5K	Hold	219	–	–	﹤0.01%	530
2022 Q1	$6K	Sell	219 -125	-36%	-$3.71K	﹤0.01%	529
2021 Q4	$12K	Buy	344 +125	+57%	+$4.2K	0.01%	399
2021 Q3	$7K	Hold	219	–	–	﹤0.01%	417
2021 Q2	$8K	Hold	219	–	–	﹤0.01%	439
2021 Q1	$8K	Hold	219	–	–	﹤0.01%	498
2020 Q4	$7K	Buy	+219	New	+$6.78K	﹤0.01%	468

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Retirement Group's NLY Position: Q1 2024 in Review

Retirement Group increased its Annaly Capital Management (NLY) stake by 28% in Q1 2024, buying an estimated $13.2K and bringing the position to 3,168 shares worth $62.4K. The position accounts for 0.02% of the portfolio, ranked #210.

Retirement Group first reported a position in NLY in Q4 2020 and has held it in 14 quarters since. 577 funds tracked by Wall St. Rank hold NLY as of Q1 2024.

Retirement Group held 3,168 shares of Annaly Capital Management worth $62.4K as of Q1 2024.
Retirement Group bought 687 Annaly Capital Management shares in Q1 2024, an estimated $13.2K.
Annaly Capital Management made up 0.02% of Retirement Group's portfolio in Q1 2024, its #210 holding.
Retirement Group first reported a position in Annaly Capital Management in Q4 2020 and has held it in 14 quarters since.
577 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.