Sargent Bickham Lagudis’s Annaly Capital Management NLY Stock Holding History

Sargent Bickham Lagudis’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
2020 Q1	–	Sell	-312	Closed	-$12K	–	863
2019 Q4	$12K	Buy	+312	New	+$11.4K	﹤0.01%	595
2019 Q2	–	Sell	-50	Closed	-$2K	–	790
2019 Q1	$2K	Hold	50	–	–	﹤0.01%	754
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	721
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	733
2018 Q2	$2K	Sell	50 -1,250	-96%	-$52.1K	﹤0.01%	722
2018 Q1	$54K	Sell	1,300 -200	-13%	-$8.52K	0.01%	350
2017 Q4	$71K	Buy	1,500 +1,450	+2,900%	+$68.8K	0.01%	315
2017 Q3	$2K	Hold	50	–	–	﹤0.01%	768
2017 Q2	$2K	Sell	50 -75	-60%	-$3.54K	﹤0.01%	725
2017 Q1	$6K	Hold	125	–	–	﹤0.01%	645
2016 Q4	$5K	Hold	125	–	–	﹤0.01%	627
2016 Q3	$5K	Buy	125 +75	+150%	+$3.25K	﹤0.01%	647
2016 Q2	$2K	Hold	50	–	–	﹤0.01%	668
2016 Q1	$2K	Buy	+50	New	+$1.96K	﹤0.01%	684

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Sargent Bickham Lagudis's NLY Position: Q1 2020 in Review

Sargent Bickham Lagudis sold out of Annaly Capital Management (NLY) in Q1 2020, closing a stake of 312 shares — an estimated $12K sold.

Sargent Bickham Lagudis first reported a position in NLY in Q1 2016 and held it in 14 quarters. The position peaked at $71K in Q4 2017. 677 funds tracked by Wall St. Rank hold NLY as of Q1 2020.

Sargent Bickham Lagudis reported no remaining Annaly Capital Management position as of Q1 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 312 Annaly Capital Management shares in Q1 2020, an estimated $12K.
Sargent Bickham Lagudis first reported a position in Annaly Capital Management in Q1 2016 and held it in 14 quarters.
Sargent Bickham Lagudis's Annaly Capital Management position peaked at $71K in Q4 2017.
677 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2020, filed 7 Sep 2021.