Syverson Strege & Co’s Annaly Capital Management NLY Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-312	Closed	-$5.97K	–	423
2023 Q1	$5.97K	Buy	312 +88	+39%	+$1.86K	﹤0.01%	312
2022 Q4	$4.73K	Buy	224 +4	+2%	+$79	﹤0.01%	224
2022 Q3	$4K	Buy	220 +127	+137%	+$3.2K	﹤0.01%	227
2022 Q2	$2K	Buy	93 +3	+3%	+$78	﹤0.01%	296
2022 Q1	$3K	Buy	90 +3	+3%	+$89	﹤0.01%	263
2021 Q4	$3K	Sell	87 -150	-63%	-$5.04K	﹤0.01%	262
2021 Q3	$8K	Buy	237 +154	+186%	+$5.3K	0.01%	267
2021 Q2	$3K	Buy	83 +2	+2%	+$73	﹤0.01%	236
2021 Q1	$3K	Buy	81 +2	+3%	+$68	﹤0.01%	233
2020 Q4	$3K	Buy	+79	New	+$2.44K	﹤0.01%	215

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

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

Norges Bank Oslo, Norway $935B AUM

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

Syverson Strege & Co's NLY Position: Q2 2023 in Review

Syverson Strege & Co sold out of Annaly Capital Management (NLY) in Q2 2023, closing a stake of 312 shares — an estimated $5.97K sold.

Syverson Strege & Co first reported a position in NLY in Q4 2020 and held it in 10 quarters. The position peaked at $8K in Q3 2021. 560 funds tracked by Wall St. Rank hold NLY as of Q2 2023.

Syverson Strege & Co reported no remaining Annaly Capital Management position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 312 Annaly Capital Management shares in Q2 2023, an estimated $5.97K.
Syverson Strege & Co first reported a position in Annaly Capital Management in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's Annaly Capital Management position peaked at $8K in Q3 2021.
560 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.