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Winslow Evans & Crocker’s Annaly Capital Management NLY Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$16K Buy
471
+221
+88% +$6.84K ﹤0.01% 848
2020
Q3 		$7K Hold
250
– – ﹤0.01% 813
2020
Q2 		$7K Hold
250
– – ﹤0.01% 811
2020
Q1 		$6K Buy
+250
New +$8.79K ﹤0.01% 825
2019
Q2 		– Sell
-163
Closed -$8K – 1277
2019
Q1 		$8K Buy
163
+88
+117% +$3.59K ﹤0.01% 875
2018
Q4 		$4K Sell
75
-375
-83% -$15K ﹤0.01% 952
2018
Q3 		$20K Sell
450
-113
-20% -$4.73K 0.01% 658
2018
Q2 		$24K Hold
563
– – 0.01% 644
2018
Q1 		$23.5K Sell
563
-507
-47% -$21.6K 0.01% 618
2017
Q4 		$50.9K Hold
1,070
– – 0.02% 487
2017
Q3 		$52.2K Buy
1,070
+439
+70% +$21.5K 0.02% 466
2017
Q2 		$30.4K Buy
+631
New +$29.8K 0.01% 668
2016
Q4 		– Sell
-125
Closed -$5.25K – 1294
2016
Q3 		$5.25K Buy
+125
New +$5.42K ﹤0.01% 1051
2016
Q2 		– Sell
-1,295
Closed -$53.1K – 1301
2016
Q1 		$53.1K Buy
+1,295
New +$50.8K 0.02% 485

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Winslow Evans & Crocker's NLY Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Annaly Capital Management (NLY) stake by 88% in Q4 2020, buying an estimated $6.84K and bringing the position to 471 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Winslow Evans & Crocker first reported a position in NLY in Q1 2016 and has held it in 14 quarters since. The position peaked at $53.1K in Q1 2016. 697 funds tracked by Wall St. Rank hold NLY as of Q4 2020.

  • Winslow Evans & Crocker held 471 shares of Annaly Capital Management worth $16K as of Q4 2020.
  • Winslow Evans & Crocker bought 221 Annaly Capital Management shares in Q4 2020, an estimated $6.84K.
  • Annaly Capital Management made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #848 holding.
  • Winslow Evans & Crocker first reported a position in Annaly Capital Management in Q1 2016 and has held it in 14 quarters since.
  • Winslow Evans & Crocker's Annaly Capital Management position peaked at $53.1K in Q1 2016.
  • 697 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.