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

Sonora Investment 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
2021 Q3	$177K	Hold	5,244	–	–	0.02%	216
2021 Q2	$186K	Hold	5,244	–	–	0.02%	203
2021 Q1	$180K	Buy	5,244 +32	+0.6%	+$1.08K	0.01%	307
2020 Q4	$176K	Buy	5,212 +218	+4%	+$6.75K	0.01%	315
2020 Q3	$142K	Sell	4,994 -67	-1%	-$1.94K	0.01%	312
2020 Q2	$133K	Buy	5,061 +867	+21%	+$21.4K	0.01%	286
2020 Q1	$85K	Sell	4,194 -875	-17%	-$30.8K	0.01%	343
2019 Q4	$191K	Buy	+5,069	New	+$185K	0.02%	253
2019 Q3	–	Sell	-4,694	Closed	-$171K	–	1788
2019 Q2	$171K	Buy	4,694 +750	+19%	+$28.6K	0.02%	252
2019 Q1	$158K	Hold	3,944	–	–	0.02%	248
2018 Q4	$155K	Hold	3,944	–	–	0.02%	238
2018 Q3	$161K	Sell	3,944 -68	-2%	-$2.85K	0.02%	230
2018 Q2	$165K	Buy	4,012 +68	+2%	+$2.83K	0.03%	220
2018 Q1	$165K	Hold	3,944	–	–	0.03%	213
2017 Q4	$188K	Buy	+3,944	New	+$187K	0.03%	201
2017 Q3	–	Sell	-3,944	Closed	-$190K	–	1215
2017 Q2	$190K	Hold	3,944	–	–	0.04%	192
2017 Q1	$175K	Hold	3,944	–	–	0.03%	192
2016 Q4	$157K	Hold	3,944	–	–	0.03%	186
2016 Q3	$166K	Buy	+3,944	New	+$171K	0.03%	180
2015 Q4	–	Sell	-30	Closed	-$1K	–	1033
2015 Q3	$1K	Buy	+30	New	+$1.2K	﹤0.01%	1057

Other funds holding NLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sonora Investment Management's NLY Position: Q3 2021 in Review

Sonora Investment Management held its Annaly Capital Management (NLY) position steady in Q3 2021 at 5,244 shares worth $177K. The position accounts for 0.02% of the portfolio, ranked #216.

Sonora Investment Management first reported a position in NLY in Q3 2015 and has held it in 20 quarters since. The position peaked at $191K in Q4 2019. 718 funds tracked by Wall St. Rank hold NLY as of Q3 2021.

Sonora Investment Management held 5,244 shares of Annaly Capital Management worth $177K as of Q3 2021.
Sonora Investment Management left its Annaly Capital Management share count unchanged in Q3 2021.
Annaly Capital Management made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #216 holding.
Sonora Investment Management first reported a position in Annaly Capital Management in Q3 2015 and has held it in 20 quarters since.
Sonora Investment Management's Annaly Capital Management position peaked at $191K in Q4 2019.
718 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.