SCFS
NLY icon

S.C. Financial Services’s Annaly Capital Management NLY Stock Holding History

S.C. Financial Services’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 		$237K Buy
+11,250
New +$221K 0.36% 96
2022
Q3 		– Sell
-11,250
Closed -$266K – 122
2022
Q2 		$266K Buy
+11,250
New +$291K 0.41% 85
2022
Q1 		– Sell
-17,250
Closed -$551K – 134
2021
Q4 		$551K Buy
+17,250
New +$580K 0.63% 51

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

S.C. Financial Services's NLY Position: Q4 2022 in Review

S.C. Financial Services opened a new position in Annaly Capital Management (NLY) in Q4 2022: 11,250 shares worth $237K. The stake represents 0.36% of the portfolio and ranks #96 among its holdings. This is a return to the name: S.C. Financial Services previously reported a position in NLY as recently as Q2 2022.

S.C. Financial Services first reported a position in NLY in Q4 2021 and has held it in 3 quarters since. The position peaked at $551K in Q4 2021. 573 funds tracked by Wall St. Rank hold NLY as of Q4 2022.

  • S.C. Financial Services held 11,250 shares of Annaly Capital Management worth $237K as of Q4 2022.
  • Annaly Capital Management was a new S.C. Financial Services position in Q4 2022.
  • Annaly Capital Management made up 0.36% of S.C. Financial Services's portfolio in Q4 2022, its #96 holding.
  • S.C. Financial Services first reported a position in Annaly Capital Management in Q4 2021 and has held it in 3 quarters since.
  • S.C. Financial Services's Annaly Capital Management position peaked at $551K in Q4 2021.
  • 573 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.