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Aperio Group’s Walker & Dunlop WD Stock Holding History

Aperio Group’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
2020
Q4 		$753K Buy
8,182
+223
+3% +$16.5K ﹤0.01% 1749
2020
Q3 		$422K Buy
7,959
+116
+1% +$6.09K ﹤0.01% 1907
2020
Q2 		$399K Sell
7,843
-535
-6% -$21.9K ﹤0.01% 1886
2020
Q1 		$337K Sell
8,378
-3,483
-29% -$219K ﹤0.01% 1846
2019
Q4 		$767K Buy
11,861
+756
+7% +$47.8K ﹤0.01% 1580
2019
Q3 		$621K Buy
11,105
+452
+4% +$25.4K ﹤0.01% 1635
2019
Q2 		$567K Buy
10,653
+110
+1% +$5.82K ﹤0.01% 1715
2019
Q1 		$537K Buy
10,543
+754
+8% +$38.3K ﹤0.01% 1713
2018
Q4 		$423K Buy
9,789
+2,726
+39% +$125K ﹤0.01% 1778
2018
Q3 		$373K Sell
7,063
-3,316
-32% -$184K ﹤0.01% 1917
2018
Q2 		$578K Buy
10,379
+4,513
+77% +$260K ﹤0.01% 1682
2018
Q1 		$349K Buy
5,866
+198
+3% +$9.82K ﹤0.01% 1874
2017
Q4 		$269K Buy
5,668
+800
+16% +$40.8K ﹤0.01% 2005
2017
Q3 		$255K Buy
4,868
+176
+4% +$8.58K ﹤0.01% 2012
2017
Q2 		$229K Buy
+4,692
New +$219K ﹤0.01% 2038

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group's WD Position: Q4 2020 in Review

Aperio Group increased its Walker & Dunlop (WD) stake by 2.8% in Q4 2020, buying an estimated $16.5K and bringing the position to 8,182 shares worth $753K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Aperio Group first reported a position in WD in Q2 2017 and has held it in 15 quarters since. The position peaked at $767K in Q4 2019. 210 funds tracked by Wall St. Rank hold WD as of Q4 2020.

  • Aperio Group held 8,182 shares of Walker & Dunlop worth $753K as of Q4 2020.
  • Aperio Group bought 223 Walker & Dunlop shares in Q4 2020, an estimated $16.5K.
  • Walker & Dunlop made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1749 holding.
  • Aperio Group first reported a position in Walker & Dunlop in Q2 2017 and has held it in 15 quarters since.
  • Aperio Group's Walker & Dunlop position peaked at $767K in Q4 2019.
  • 210 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.