WhitTier Trust Company’s Annaly Capital Management NLY Stock Holding History

WhitTier Trust Company’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 Q1	–	Sell	-66	Closed	-$1.39K	–	1199
2022 Q4	$1.39K	Buy	+66	New	+$1.3K	﹤0.01%	1124
2020 Q1	–	Sell	-127	Closed	-$5K	–	1012
2019 Q4	$5K	Sell	127 -1,938	-94%	-$70.6K	﹤0.01%	926
2019 Q3	$73K	Hold	2,065	–	–	0.01%	528
2019 Q2	$75K	Hold	2,065	–	–	0.01%	523
2019 Q1	$83K	Sell	2,065 -625	-23%	-$25.5K	0.01%	511
2018 Q4	$106K	Hold	2,690	–	–	0.01%	448
2018 Q3	$110K	Hold	2,690	–	–	0.01%	475
2018 Q2	$111K	Sell	2,690 -2,500	-48%	-$104K	0.01%	465
2018 Q1	$217K	Buy	5,190 +5,000	+2,632%	+$213K	0.02%	371
2017 Q4	$9K	Sell	190 -50	-21%	-$2.37K	﹤0.01%	806
2017 Q3	$12K	Buy	+240	New	+$11.8K	﹤0.01%	768
2014 Q1	–	Sell	-75	Closed	-$3K	–	928
2013 Q4	$3K	Hold	75	–	–	﹤0.01%	847
2013 Q3	$3K	Sell	75 -425	-85%	-$20K	﹤0.01%	831
2013 Q2	$25K	Buy	+500	New	+$29.2K	﹤0.01%	600

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

WhitTier Trust Company's NLY Position: Q1 2023 in Review

WhitTier Trust Company sold out of Annaly Capital Management (NLY) in Q1 2023, closing a stake of 66 shares — an estimated $1.39K sold.

WhitTier Trust Company first reported a position in NLY in Q2 2013 and held it in 14 quarters. The position peaked at $217K in Q1 2018. 562 funds tracked by Wall St. Rank hold NLY as of Q1 2023.

WhitTier Trust Company reported no remaining Annaly Capital Management position as of Q1 2023 after selling out during the quarter.
WhitTier Trust Company sold 66 Annaly Capital Management shares in Q1 2023, an estimated $1.39K.
WhitTier Trust Company first reported a position in Annaly Capital Management in Q2 2013 and held it in 14 quarters.
WhitTier Trust Company's Annaly Capital Management position peaked at $217K in Q1 2018.
562 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2023.

Based on WhitTier Trust Company's 13F filing for Q1 2023, filed 21 Apr 2023.