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Successful Portfolios’s Annaly Capital Management NLY Stock Holding History

Successful Portfolios’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
-6,515
Closed -$154K – 187
2022
Q2 		$154K Sell
6,515
-49
-0.7% -$1.27K 0.1% 178
2022
Q1 		$185K Buy
6,564
+2,426
+59% +$72.1K 0.11% 195
2021
Q4 		$129K Sell
4,138
-80
-2% -$2.69K 0.07% 208
2021
Q3 		$142K Buy
4,218
+125
+3% +$4.3K 0.08% 201
2021
Q2 		$145K Buy
4,093
+51
+1% +$1.85K 0.09% 200
2021
Q1 		$139K Sell
4,042
-50
-1% -$1.69K 0.09% 192
2020
Q4 		$138K Sell
4,092
-574
-12% -$17.8K 0.1% 178
2020
Q3 		$133K Buy
4,666
+81
+2% +$2.35K 0.11% 170
2020
Q2 		$120K Sell
4,585
-77
-2% -$1.9K 0.11% 157
2020
Q1 		$95K Hold
4,662
– – 0.1% 146
2019
Q4 		$176K Sell
4,662
-250
-5% -$9.11K 0.16% 156
2019
Q3 		$173K Buy
4,912
+491
+11% +$17.7K 0.16% 149
2019
Q2 		$161K Sell
4,421
-65
-1% -$2.48K 0.17% 133
2019
Q1 		$179K Sell
4,486
-107
-2% -$4.37K 0.2% 132
2018
Q4 		$180K Sell
4,593
-103
-2% -$4.12K 0.23% 118
2018
Q3 		$192K Buy
4,696
+10
+0.2% +$419 0.21% 136
2018
Q2 		$193K Sell
4,686
-50
-1% -$2.08K 0.23% 128
2018
Q1 		$198K Sell
4,736
-25
-0.5% -$1.06K 0.24% 120
2017
Q4 		$226K Buy
+4,761
New +$226K 0.28% 112

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 $3.37T AUM 44.26% 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

Successful Portfolios's NLY Position: Q3 2022 in Review

Successful Portfolios sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 6,515 shares — an estimated $154K sold.

Successful Portfolios first reported a position in NLY in Q4 2017 and held it in 19 quarters. The position peaked at $226K in Q4 2017. 554 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

  • Successful Portfolios reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
  • Successful Portfolios sold 6,515 Annaly Capital Management shares in Q3 2022, an estimated $154K.
  • Successful Portfolios first reported a position in Annaly Capital Management in Q4 2017 and held it in 19 quarters.
  • Successful Portfolios's Annaly Capital Management position peaked at $226K in Q4 2017.
  • 554 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on Successful Portfolios's 13F filing for Q3 2022, filed 12 Oct 2022.