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Sheets Smith Wealth Management’s Annaly Capital Management NLY Stock Holding History

Sheets Smith Wealth 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
2022
Q3 		– Sell
-3,250
Closed -$77K – 309
2022
Q2 		$77K Sell
3,250
-300
-8% -$7.77K 0.01% 299
2022
Q1 		$100K Hold
3,550
– – 0.01% 349
2021
Q4 		$111K Hold
3,550
– – 0.01% 369
2021
Q3 		$120K Hold
3,550
– – 0.02% 362
2021
Q2 		$126K Hold
3,550
– – 0.02% 356
2021
Q1 		$122K Buy
+3,550
New +$120K 0.02% 327
2017
Q3 		– Sell
-2,780
Closed -$134K – 311
2017
Q2 		$134K Buy
2,780
+17
+0.6% +$802 0.04% 290
2017
Q1 		$123K Buy
+2,763
New +$118K 0.03% 285
2016
Q4 		– Sell
-2,954
Closed -$124K – 291
2016
Q3 		$124K Buy
+2,954
New +$128K 0.04% 260

Other funds holding NLY

BlackRock
BlackRock New York $5.7T 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 $93.4B 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM