Simplicity Solutions’s Annaly Capital Management NLY Stock Holding History

Simplicity Solutions’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	-18,146	Closed	-$347K	–	1164
2023 Q1	$347K	Buy	+18,146	New	+$383K	0.01%	797
2021 Q1	–	Sell	-4,550	Closed	-$154K	–	804
2020 Q4	$154K	Buy	4,550 +333	+8%	+$10.3K	﹤0.01%	919
2020 Q3	$120K	Sell	4,217 -14,737	-78%	-$427K	﹤0.01%	840
2020 Q2	$497K	Buy	18,954 +15,802	+501%	+$390K	0.01%	634
2020 Q1	$64K	Buy	3,152 +648	+26%	+$22.8K	﹤0.01%	707
2019 Q4	$94K	Buy	+2,504	New	+$91.3K	﹤0.01%	815
2019 Q3	–	Sell	-7,246	Closed	-$265K	–	761
2019 Q2	$265K	Sell	7,246 -10,877	-60%	-$414K	0.01%	537
2019 Q1	$724K	Buy	18,123 +2,715	+18%	+$111K	0.04%	310
2018 Q4	$605K	Buy	15,408 +10,880	+240%	+$435K	0.08%	273
2018 Q3	$185K	Buy	+4,528	New	+$190K	0.01%	538
2018 Q1	–	Sell	-3,043	Closed	-$145K	–	396
2017 Q4	$145K	Buy	+3,043	New	+$144K	0.01%	357

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 $3.38T AUM 44.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Simplicity Solutions's NLY Position: Q2 2023 in Review

Simplicity Solutions sold out of Annaly Capital Management (NLY) in Q2 2023, closing a stake of 18,146 shares — an estimated $347K sold.

Simplicity Solutions first reported a position in NLY in Q4 2017 and held it in 11 quarters. The position peaked at $724K in Q1 2019. 560 funds tracked by Wall St. Rank hold NLY as of Q2 2023.

Simplicity Solutions reported no remaining Annaly Capital Management position as of Q2 2023 after selling out during the quarter.
Simplicity Solutions sold 18,146 Annaly Capital Management shares in Q2 2023, an estimated $347K.
Simplicity Solutions first reported a position in Annaly Capital Management in Q4 2017 and held it in 11 quarters.
Simplicity Solutions's Annaly Capital Management position peaked at $724K in Q1 2019.
560 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.