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

Rockbridge 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
2024 Q1	–	Sell	-35	Closed	-$678	–	450
2023 Q4	$678	Buy	+35	New	+$624	﹤0.01%	605
2022 Q3	–	Sell	-36	Closed	-$840	–	424
2022 Q2	$840	Hold	36	–	–	﹤0.01%	587
2022 Q1	$1K	Hold	36	–	–	﹤0.01%	735
2021 Q4	$1K	Hold	36	–	–	﹤0.01%	764
2021 Q3	$1K	Hold	36	–	–	﹤0.01%	713
2021 Q2	$1K	Hold	36	–	–	﹤0.01%	707
2021 Q1	$1K	Hold	36	–	–	﹤0.01%	688
2020 Q4	$1K	Hold	36	–	–	﹤0.01%	664
2020 Q3	$1K	Sell	36 -656	-95%	-$19K	﹤0.01%	622
2020 Q2	$18K	Buy	+692	New	+$17.1K	﹤0.01%	352

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

Rockbridge Investment Management's NLY Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Annaly Capital Management (NLY) in Q1 2024, closing a stake of 35 shares — an estimated $678 sold.

Rockbridge Investment Management first reported a position in NLY in Q2 2020 and held it in 10 quarters. The position peaked at $18K in Q2 2020. 577 funds tracked by Wall St. Rank hold NLY as of Q1 2024.

Rockbridge Investment Management reported no remaining Annaly Capital Management position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 35 Annaly Capital Management shares in Q1 2024, an estimated $678.
Rockbridge Investment Management first reported a position in Annaly Capital Management in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Annaly Capital Management position peaked at $18K in Q2 2020.
577 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.