6 Meridian’s Walker & Dunlop WD Stock Holding History

6 Meridian’s Portfolio WD Stock Details WD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-2,286	Closed	-$210K	–	451
2020 Q4	$210K	Buy	+2,286	New	+$169K	0.02%	274
2020 Q1	–	Sell	-4,568	Closed	-$295K	–	561
2019 Q4	$295K	Buy	4,568 +558	+14%	+$35.3K	0.03%	416
2019 Q3	$224K	Sell	4,010 -274	-6%	-$15.4K	0.02%	430
2019 Q2	$228K	Buy	4,284 +76	+2%	+$4.02K	0.02%	399
2019 Q1	$214K	Buy	+4,208	New	+$214K	0.02%	401

Other funds holding WD

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

6 Meridian's WD Position: Q1 2021 in Review

6 Meridian sold out of Walker & Dunlop (WD) in Q1 2021, closing a stake of 2,286 shares — an estimated $210K sold.

6 Meridian first reported a position in WD in Q1 2019 and held it in 5 quarters. The position peaked at $295K in Q4 2019. 225 funds tracked by Wall St. Rank hold WD as of Q1 2021.

6 Meridian reported no remaining Walker & Dunlop position as of Q1 2021 after selling out during the quarter.
6 Meridian sold 2,286 Walker & Dunlop shares in Q1 2021, an estimated $210K.
6 Meridian first reported a position in Walker & Dunlop in Q1 2019 and held it in 5 quarters.
6 Meridian's Walker & Dunlop position peaked at $295K in Q4 2019.
225 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2021.

Based on 6 Meridian's 13F filing for Q1 2021, filed 22 Apr 2021.