Sugarloaf Wealth Management’s Annaly Capital Management NLY Stock Holding History

Sugarloaf Wealth 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
2022 Q4	–	Sell	-250	Closed	-$5K	–	836
2022 Q3	$5K	Hold	250	–	–	﹤0.01%	623
2022 Q2	$6K	Hold	250	–	–	﹤0.01%	590
2022 Q1	$7K	Hold	250	–	–	﹤0.01%	529
2021 Q4	$8K	Hold	250	–	–	﹤0.01%	538
2021 Q3	$8K	Hold	250	–	–	﹤0.01%	544
2021 Q2	$9K	Hold	250	–	–	﹤0.01%	512
2021 Q1	$9	Hold	250	–	–	﹤0.01%	511
2020 Q4	$8K	Buy	250 +200	+400%	+$6.19K	﹤0.01%	499
2020 Q3	$51K	Buy	+50	New	+$1.45K	0.02%	237

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Sugarloaf Wealth Management's NLY Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Annaly Capital Management (NLY) in Q4 2022, closing a stake of 250 shares — an estimated $5K sold.

Sugarloaf Wealth Management first reported a position in NLY in Q3 2020 and held it in 9 quarters. The position peaked at $51K in Q3 2020. 573 funds tracked by Wall St. Rank hold NLY as of Q4 2022.

Sugarloaf Wealth Management reported no remaining Annaly Capital Management position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 250 Annaly Capital Management shares in Q4 2022, an estimated $5K.
Sugarloaf Wealth Management first reported a position in Annaly Capital Management in Q3 2020 and held it in 9 quarters.
Sugarloaf Wealth Management's Annaly Capital Management position peaked at $51K in Q3 2020.
573 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.