Simon Quick Advisors’s Annaly Capital Management NLY Stock Holding History

Simon Quick 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
2022 Q3	–	Sell	-2,682	Closed	-$70K	–	211
2022 Q2	$70K	Buy	2,682 +1,576	+142%	+$40.8K	0.01%	172
2022 Q1	$31K	Buy	1,106 +30	+3%	+$892	0.01%	251
2021 Q4	$34K	Buy	1,076 +3	+0.3%	+$101	0.01%	252
2021 Q3	$36K	Buy	1,073 +52	+5%	+$1.79K	0.01%	284
2021 Q2	$36K	Buy	1,021 +24	+2%	+$872	0.01%	288
2021 Q1	$34K	Buy	997 +26	+3%	+$881	0.01%	308
2020 Q4	$33K	Buy	+971	New	+$30K	0.01%	288

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Simon Quick Advisors's NLY Position: Q3 2022 in Review

Simon Quick Advisors sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 2,682 shares — an estimated $70K sold.

Simon Quick Advisors first reported a position in NLY in Q4 2020 and held it in 7 quarters. The position peaked at $70K in Q2 2022. 553 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

Simon Quick Advisors reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
Simon Quick Advisors sold 2,682 Annaly Capital Management shares in Q3 2022, an estimated $70K.
Simon Quick Advisors first reported a position in Annaly Capital Management in Q4 2020 and held it in 7 quarters.
Simon Quick Advisors's Annaly Capital Management position peaked at $70K in Q2 2022.
553 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on Simon Quick Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.