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Tarbox Family Office’s Annaly Capital Management NLY Stock Holding History

Tarbox Family Office’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
Q4 		– Sell
-2,125
Closed -$72K – 1162
2021
Q3 		$72K Sell
2,125
-750
-26% -$25.8K 0.01% 202
2021
Q2 		$102K Buy
+2,875
New +$104K 0.02% 183
2019
Q3 		– Sell
-58
Closed -$2K – 1132
2019
Q2 		$2K Buy
+58
New +$2.21K ﹤0.01% 764
2015
Q1 		– Sell
-8
Closed – – 577
2014
Q4 		$0 Hold
8
– – ﹤0.01% 572
2014
Q3 		$0 Buy
+8
New +$366 ﹤0.01% 571

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BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Tarbox Family Office's NLY Position: Q4 2021 in Review

Tarbox Family Office sold out of Annaly Capital Management (NLY) in Q4 2021, closing a stake of 2,125 shares — an estimated $72K sold.

Tarbox Family Office first reported a position in NLY in Q3 2014 and held it in 5 quarters. The position peaked at $102K in Q2 2021. 762 funds tracked by Wall St. Rank hold NLY as of Q4 2021.

  • Tarbox Family Office reported no remaining Annaly Capital Management position as of Q4 2021 after selling out during the quarter.
  • Tarbox Family Office sold 2,125 Annaly Capital Management shares in Q4 2021, an estimated $72K.
  • Tarbox Family Office first reported a position in Annaly Capital Management in Q3 2014 and held it in 5 quarters.
  • Tarbox Family Office's Annaly Capital Management position peaked at $102K in Q2 2021.
  • 762 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2021.

Based on Tarbox Family Office's 13F filing for Q4 2021, filed 6 Jan 2022.