SFC
NLY icon

Strategic Financial Concepts’s Annaly Capital Management NLY Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-17,636
Closed -$877 – 542
2024
Q2 		$877 Buy
+17,636
New +$342K ﹤0.01% 618

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Strategic Financial Concepts's NLY Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Annaly Capital Management (NLY) in Q3 2024, closing a stake of 17,636 shares — an estimated $877 sold.

Strategic Financial Concepts first reported a position in NLY in Q2 2024 and held it in 1 quarter. The position peaked at $877 in Q2 2024. 617 funds tracked by Wall St. Rank hold NLY as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Annaly Capital Management position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 17,636 Annaly Capital Management shares in Q3 2024, an estimated $877.
  • Strategic Financial Concepts first reported a position in Annaly Capital Management in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Annaly Capital Management position peaked at $877 in Q2 2024.
  • 617 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.