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Algert Global’s Walker & Dunlop WD Stock Holding History

Algert Global’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
2024
Q3 		– Sell
-3,384
Closed -$332K – 1610
2024
Q2 		$332K Buy
+3,384
New +$322K 0.01% 1085
2022
Q4 		– Sell
-2,788
Closed -$233K – 1307
2022
Q3 		$233K Buy
+2,788
New +$285K 0.01% 1009
2022
Q2 		– Sell
-23,620
Closed -$3.06M – 1403
2022
Q1 		$3.06M Buy
23,620
+12,059
+104% +$1.66M 0.2% 116
2021
Q4 		$1.74M Buy
11,561
+4,014
+53% +$559K 0.22% 112
2021
Q3 		$857K Buy
+7,547
New +$791K 0.11% 310
2021
Q2 		– Sell
-11,828
Closed -$1.22M – 539
2021
Q1 		$1.22M Sell
11,828
-5,130
-30% -$498K 0.39% 87
2020
Q4 		$1.56M Sell
16,958
-5,150
-23% -$382K 0.44% 71
2020
Q3 		$1.17M Hold
22,108
– – 0.37% 102
2020
Q2 		$1.12M Sell
22,108
-4,141
-16% -$169K 0.38% 87
2020
Q1 		$1.06M Buy
26,249
+2,759
+12% +$174K 0.45% 67
2019
Q4 		$1.52M Buy
23,490
+10,110
+76% +$640K 0.45% 83
2019
Q3 		$748K Hold
13,380
– – 0.28% 118
2019
Q2 		$712K Buy
+13,380
New +$708K 0.26% 126
2015
Q4 		– Sell
-17,850
Closed -$466K – 372
2015
Q3 		$466K Buy
17,850
+6,880
+63% +$172K 0.26% 154
2015
Q2 		$293K Buy
+10,970
New +$244K 0.16% 219

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Algert Global's WD Position: Q3 2024 in Review

Algert Global sold out of Walker & Dunlop (WD) in Q3 2024, closing a stake of 3,384 shares — an estimated $332K sold.

Algert Global first reported a position in WD in Q2 2015 and held it in 15 quarters. The position peaked at $3.06M in Q1 2022. 274 funds tracked by Wall St. Rank hold WD as of Q3 2024.

  • Algert Global reported no remaining Walker & Dunlop position as of Q3 2024 after selling out during the quarter.
  • Algert Global sold 3,384 Walker & Dunlop shares in Q3 2024, an estimated $332K.
  • Algert Global first reported a position in Walker & Dunlop in Q2 2015 and held it in 15 quarters.
  • Algert Global's Walker & Dunlop position peaked at $3.06M in Q1 2022.
  • 274 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2024.

Based on Algert Global's 13F filing for Q3 2024, filed 12 Nov 2024.