Adams Diversified Equity Fund’s Walker & Dunlop WD Stock Holding History

Adams Diversified Equity Fund’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
2019 Q3	–	Sell	-2,700	Closed	-$144K	–	194
2019 Q2	$144K	Sell	2,700 -3,000	-53%	-$159K	0.01%	140
2019 Q1	$290K	Sell	5,700 -9,100	-61%	-$462K	0.02%	129
2018 Q4	$640K	Sell	14,800 -600	-4%	-$27.6K	0.04%	89
2018 Q3	$814K	Sell	15,400 -1,100	-7%	-$61.1K	0.04%	101
2018 Q2	$918K	Sell	16,500 -1,400	-8%	-$80.7K	0.05%	97
2018 Q1	$1.06M	Hold	17,900	–	–	0.06%	89
2017 Q4	$850K	Sell	17,900 -5,100	-22%	-$260K	0.05%	117
2017 Q3	$1.2M	Sell	23,000 -800	-3%	-$39K	0.07%	94
2017 Q2	$1.16M	Sell	23,800 -4,300	-15%	-$200K	0.07%	99
2017 Q1	$1.17M	Sell	28,100 -10,900	-28%	-$402K	0.07%	117
2016 Q4	$1.22M	Buy	+39,000	New	+$1.09M	0.08%	104

Other funds holding WD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Adams Diversified Equity Fund's WD Position: Q3 2019 in Review

Adams Diversified Equity Fund sold out of Walker & Dunlop (WD) in Q3 2019, closing a stake of 2,700 shares — an estimated $144K sold.

Adams Diversified Equity Fund first reported a position in WD in Q4 2016 and held it in 11 quarters. The position peaked at $1.22M in Q4 2016. 202 funds tracked by Wall St. Rank hold WD as of Q3 2019.

Adams Diversified Equity Fund reported no remaining Walker & Dunlop position as of Q3 2019 after selling out during the quarter.
Adams Diversified Equity Fund sold 2,700 Walker & Dunlop shares in Q3 2019, an estimated $144K.
Adams Diversified Equity Fund first reported a position in Walker & Dunlop in Q4 2016 and held it in 11 quarters.
Adams Diversified Equity Fund's Walker & Dunlop position peaked at $1.22M in Q4 2016.
202 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2019.

Based on Adams Diversified Equity Fund's 13F filing for Q3 2019, filed 28 Oct 2019.