World Equity Group’s Annaly Capital Management NLY Stock Holding History

World Equity Group’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 Q2	–	Sell	-18,238	Closed	-$359K	–	305
2024 Q1	$359K	Sell	18,238 -288	-2%	-$5.55K	0.07%	220
2023 Q4	$359K	Buy	18,526 +232	+1%	+$4.14K	0.07%	228
2023 Q3	$344K	Buy	+18,294	New	+$364K	0.07%	246
2022 Q3	–	Sell	-3,415	Closed	-$80.7K	–	346
2022 Q2	$80.7K	Buy	3,415 +439	+15%	+$11.4K	0.02%	323
2022 Q1	$83.8K	Buy	+2,976	New	+$88.5K	0.02%	349

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

World Equity Group's NLY Position: Q2 2024 in Review

World Equity Group sold out of Annaly Capital Management (NLY) in Q2 2024, closing a stake of 18,238 shares — an estimated $359K sold.

World Equity Group first reported a position in NLY in Q1 2022 and held it in 5 quarters. The position peaked at $359K in Q1 2024. 601 funds tracked by Wall St. Rank hold NLY as of Q2 2024.

World Equity Group reported no remaining Annaly Capital Management position as of Q2 2024 after selling out during the quarter.
World Equity Group sold 18,238 Annaly Capital Management shares in Q2 2024, an estimated $359K.
World Equity Group first reported a position in Annaly Capital Management in Q1 2022 and held it in 5 quarters.
World Equity Group's Annaly Capital Management position peaked at $359K in Q1 2024.
601 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2024.

Based on World Equity Group's 13F filing for Q2 2024, filed 18 Jul 2024.