Truepoint Inc’s Annaly Capital Management NLY Stock Holding History

Truepoint Inc’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	-3,500	Closed	-$118K	–	138
2021 Q3	$118K	Hold	3,500	–	–	0.01%	128
2021 Q2	$124K	Hold	3,500	–	–	0.01%	120
2021 Q1	$120K	Sell	3,500 -353	-9%	-$12K	0.01%	112
2020 Q4	$130K	Buy	+3,853	New	+$119K	0.01%	107
2020 Q1	–	Sell	-3,000	Closed	-$113K	–	89
2019 Q4	$113K	Hold	3,000	–	–	0.01%	115
2019 Q3	$106K	Hold	3,000	–	–	0.01%	108
2019 Q2	$110K	Buy	3,000 +500	+20%	+$19.1K	0.01%	119
2019 Q1	$100K	Buy	+2,500	New	+$102K	0.01%	109

Other funds holding NLY

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

BlackRock New York $5.72T AUM 30.48% 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

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

Norges Bank Oslo, Norway $935B AUM

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

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Truepoint Inc's NLY Position: Q4 2021 in Review

Truepoint Inc sold out of Annaly Capital Management (NLY) in Q4 2021, closing a stake of 3,500 shares — an estimated $118K sold.

Truepoint Inc first reported a position in NLY in Q1 2019 and held it in 8 quarters. The position peaked at $130K in Q4 2020. 763 funds tracked by Wall St. Rank hold NLY as of Q4 2021.

Truepoint Inc reported no remaining Annaly Capital Management position as of Q4 2021 after selling out during the quarter.
Truepoint Inc sold 3,500 Annaly Capital Management shares in Q4 2021, an estimated $118K.
Truepoint Inc first reported a position in Annaly Capital Management in Q1 2019 and held it in 8 quarters.
Truepoint Inc's Annaly Capital Management position peaked at $130K in Q4 2020.
763 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2021.

Based on Truepoint Inc's 13F filing for Q4 2021, filed 2 Feb 2022.