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Schechter Investment Advisors’s Annaly Capital Management NLY Stock Holding History

Schechter Investment Advisors’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
2023
Q2 		– Sell
-12,735
Closed -$243K – 691
2023
Q1 		$243K Buy
12,735
+796
+7% +$16.8K 0.02% 570
2022
Q4 		$252K Buy
+11,939
New +$235K 0.02% 689

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Schechter Investment Advisors's NLY Position: Q2 2023 in Review

Schechter Investment Advisors sold out of Annaly Capital Management (NLY) in Q2 2023, closing a stake of 12,735 shares — an estimated $243K sold.

Schechter Investment Advisors first reported a position in NLY in Q4 2022 and held it in 2 quarters. The position peaked at $252K in Q4 2022. 560 funds tracked by Wall St. Rank hold NLY as of Q2 2023.

  • Schechter Investment Advisors reported no remaining Annaly Capital Management position as of Q2 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 12,735 Annaly Capital Management shares in Q2 2023, an estimated $243K.
  • Schechter Investment Advisors first reported a position in Annaly Capital Management in Q4 2022 and held it in 2 quarters.
  • Schechter Investment Advisors's Annaly Capital Management position peaked at $252K in Q4 2022.
  • 560 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2023.

Based on Schechter Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.