SIMG
NLY icon

Sonora Investment Management Group’s Annaly Capital Management NLY Stock Holding History

Sonora Investment Management Group’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
-4,619
Closed -$109K – 210
2022
Q2 		$109K Sell
4,619
-50
-1% -$1.29K 0.01% 234
2022
Q1 		$132K Sell
4,669
-525
-10% -$15.6K 0.01% 216
2021
Q4 		$162K Buy
+5,194
New +$175K 0.02% 204

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sonora Investment Management Group's NLY Position: Q3 2022 in Review

Sonora Investment Management Group sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 4,619 shares — an estimated $109K sold.

Sonora Investment Management Group first reported a position in NLY in Q4 2021 and held it in 3 quarters. The position peaked at $162K in Q4 2021. 554 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

  • Sonora Investment Management Group reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
  • Sonora Investment Management Group sold 4,619 Annaly Capital Management shares in Q3 2022, an estimated $109K.
  • Sonora Investment Management Group first reported a position in Annaly Capital Management in Q4 2021 and held it in 3 quarters.
  • Sonora Investment Management Group's Annaly Capital Management position peaked at $162K in Q4 2021.
  • 554 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on Sonora Investment Management Group's 13F filing for Q3 2022, filed 3 Nov 2022.