Ziegler Capital Management’s Annaly Capital Management NLY Stock Holding History

Ziegler Capital 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	$584K	Sell	29,643 -2,332	-7%	-$45K	0.02%	341
2023 Q4	$619K	Buy	31,975 +15,499	+94%	+$276K	0.03%	339
2023 Q3	$310K	Sell	16,476 -632	-4%	-$12.6K	0.01%	373
2023 Q2	$342K	Buy	17,108 +439	+3%	+$8.53K	0.01%	373
2023 Q1	$319K	Buy	+16,669	New	+$352K	0.01%	372
2013 Q3	$2.62M	Buy	56,659 +28,199	+99%	+$1.33M	0.23%	135
2013 Q2	$1.43M	Buy	+28,460	New	+$1.66M	0.15%	195

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

Ziegler Capital Management's NLY Position: Q1 2024 in Review

Ziegler Capital Management reduced its Annaly Capital Management (NLY) stake by 7.3% in Q1 2024, selling an estimated $45K and leaving 29,643 shares worth $584K. The position accounts for 0.02% of the portfolio, ranked #341.

Ziegler Capital Management first reported a position in NLY in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.62M in Q3 2013. 578 funds tracked by Wall St. Rank hold NLY as of Q1 2024.

Ziegler Capital Management held 29,643 shares of Annaly Capital Management worth $584K as of Q1 2024.
Ziegler Capital Management sold 2,332 Annaly Capital Management shares in Q1 2024, an estimated $45K.
Annaly Capital Management made up 0.02% of Ziegler Capital Management's portfolio in Q1 2024, its #341 holding.
Ziegler Capital Management first reported a position in Annaly Capital Management in Q2 2013 and has held it in 7 quarters since.
Ziegler Capital Management's Annaly Capital Management position peaked at $2.62M in Q3 2013.
578 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.