Axa’s Walker & Dunlop WD Stock Holding History

Axa’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 Q3	–	Sell	-23,900	Closed	-$1.21M	–	1361
2020 Q2	$1.21M	Buy	+23,900	New	+$977K	﹤0.01%	912
2019 Q1	–	Sell	-11,500	Closed	-$497K	–	1395
2018 Q4	$497K	Sell	11,500 -114,400	-91%	-$5.26M	﹤0.01%	1087
2018 Q3	$6.66M	Hold	125,900	–	–	0.02%	590
2018 Q2	$7.01M	Sell	125,900 -7,000	-5%	-$404K	0.03%	557
2018 Q1	$7.9M	Buy	+132,900	New	+$6.59M	0.03%	523
2017 Q4	–	Sell	-17,600	Closed	-$921K	–	1401
2017 Q3	$921K	Buy	+17,600	New	+$858K	﹤0.01%	974
2014 Q3	–	Sell	-5,000	Closed	-$71K	–	1486
2014 Q2	$71K	Buy	+5,000	New	+$76.3K	﹤0.01%	1309

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Axa's WD Position: Q3 2020 in Review

Axa sold out of Walker & Dunlop (WD) in Q3 2020, closing a stake of 23,900 shares — an estimated $1.21M sold.

Axa first reported a position in WD in Q2 2014 and held it in 7 quarters. The position peaked at $7.9M in Q1 2018. 184 funds tracked by Wall St. Rank hold WD as of Q3 2020.

Axa reported no remaining Walker & Dunlop position as of Q3 2020 after selling out during the quarter.
Axa sold 23,900 Walker & Dunlop shares in Q3 2020, an estimated $1.21M.
Axa first reported a position in Walker & Dunlop in Q2 2014 and held it in 7 quarters.
Axa's Walker & Dunlop position peaked at $7.9M in Q1 2018.
184 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2020.

Based on Axa's 13F filing for Q3 2020, filed 13 Nov 2020.