Triad Investment Management’s Annaly Capital Management NLY Stock Holding History

Triad Investment 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
2024 Q1	–	Sell	-50,210	Closed	-$973K	–	44
2023 Q4	$973K	Sell	50,210 -1,073	-2%	-$19.1K	1.28%	27
2023 Q3	$965K	Buy	51,283 +6,471	+14%	+$129K	1.41%	27
2023 Q2	$897K	Hold	44,812	–	–	1.25%	30
2023 Q1	$856K	Buy	44,812 +448	+1%	+$9.45K	1.24%	30
2022 Q4	$935K	Hold	44,364	–	–	1.46%	25
2022 Q3	$761K	Sell	44,364 -5,266	-11%	-$133K	1.32%	32
2022 Q2	$1.17M	Sell	49,630 -21,523	-30%	-$558K	1.74%	26
2022 Q1	$2M	Sell	71,153 -76,485	-52%	-$2.27M	1.9%	25
2021 Q4	$2.09M	Buy	+147,638	New	+$4.96M	1.9%	26
2020 Q3	–	Sell	-80,784	Closed	-$2.12M	–	52
2020 Q2	$2.12M	Buy	+80,784	New	+$2M	2.87%	15
2020 Q1	–	Sell	-55,777	Closed	-$2.1M	–	57
2019 Q4	$2.1M	Sell	55,777 -80,562	-59%	-$2.94M	2.04%	26
2019 Q3	$1.97M	Buy	136,339 +80,500	+144%	+$2.9M	2.14%	23
2019 Q2	$2.04M	Sell	55,839 -83,000	-60%	-$3.16M	2.11%	25
2019 Q1	$5.55M	Buy	138,839 +65,337	+89%	+$2.67M	5.65%	1
2018 Q4	$2.89M	Buy	+73,502	New	+$2.94M	3.78%	5

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Triad Investment Management's NLY Position: Q1 2024 in Review

Triad Investment Management sold out of Annaly Capital Management (NLY) in Q1 2024, closing a stake of 50,210 shares — an estimated $973K sold.

Triad Investment Management first reported a position in NLY in Q4 2018 and held it in 15 quarters. The position peaked at $5.55M in Q1 2019. 578 funds tracked by Wall St. Rank hold NLY as of Q1 2024.

Triad Investment Management reported no remaining Annaly Capital Management position as of Q1 2024 after selling out during the quarter.
Triad Investment Management sold 50,210 Annaly Capital Management shares in Q1 2024, an estimated $973K.
Triad Investment Management first reported a position in Annaly Capital Management in Q4 2018 and held it in 15 quarters.
Triad Investment Management's Annaly Capital Management position peaked at $5.55M in Q1 2019.
578 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2024.

Based on Triad Investment Management's 13F filing for Q1 2024, filed 12 Apr 2024.