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AJO LP’s Walker & Dunlop WD Stock Holding History

AJO LP’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
2017
Q2 		– Sell
-160,450
Closed -$6.69M – 647
2017
Q1 		$6.69M Sell
160,450
-64,644
-29% -$2.38M 0.03% 261
2016
Q4 		$7.02M Sell
225,094
-3,051
-1% -$85.5K 0.03% 245
2016
Q3 		$5.76M Buy
228,145
+12,608
+6% +$320K 0.02% 262
2016
Q2 		$4.91M Buy
215,537
+78,249
+57% +$1.83M 0.02% 274
2016
Q1 		$3.33M Buy
137,288
+90,864
+196% +$2.15M 0.01% 302
2015
Q4 		$1.34M Buy
+46,424
New +$1.34M 0.01% 396
2015
Q1 		– Sell
-196,200
Closed -$3.44M – 520
2014
Q4 		$3.44M Buy
+196,200
New +$3.12M 0.01% 302

Other funds holding WD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

AJO LP's WD Position: Q2 2017 in Review

AJO LP sold out of Walker & Dunlop (WD) in Q2 2017, closing a stake of 160,450 shares — an estimated $6.69M sold.

AJO LP first reported a position in WD in Q4 2014 and held it in 7 quarters. The position peaked at $7.02M in Q4 2016. 190 funds tracked by Wall St. Rank hold WD as of Q2 2017.

  • AJO LP reported no remaining Walker & Dunlop position as of Q2 2017 after selling out during the quarter.
  • AJO LP sold 160,450 Walker & Dunlop shares in Q2 2017, an estimated $6.69M.
  • AJO LP first reported a position in Walker & Dunlop in Q4 2014 and held it in 7 quarters.
  • AJO LP's Walker & Dunlop position peaked at $7.02M in Q4 2016.
  • 190 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2017.

Based on AJO LP's 13F filing for Q2 2017, filed 10 Aug 2017.