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Bailard’s Walker & Dunlop WD Stock Holding History

Bailard’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
2022
Q2 		– Sell
-2,400
Closed -$311K – 807
2022
Q1 		$311K Buy
+2,400
New +$329K 0.01% 518
2019
Q3 		– Sell
-5,200
Closed -$277K – 600
2019
Q2 		$277K Sell
5,200
-2,400
-32% -$127K 0.02% 439
2019
Q1 		$387K Sell
7,600
-3,600
-32% -$183K 0.02% 363
2018
Q4 		$484K Sell
11,200
-143
-1% -$6.57K 0.03% 304
2018
Q3 		$600K Buy
11,343
+143
+1% +$7.94K 0.04% 325
2018
Q2 		$623K Hold
11,200
– – 0.04% 304
2018
Q1 		$666K Buy
+11,200
New +$556K 0.04% 264

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bailard's WD Position: Q2 2022 in Review

Bailard sold out of Walker & Dunlop (WD) in Q2 2022, closing a stake of 2,400 shares — an estimated $311K sold.

Bailard first reported a position in WD in Q1 2018 and held it in 7 quarters. The position peaked at $666K in Q1 2018. 234 funds tracked by Wall St. Rank hold WD as of Q2 2022.

  • Bailard reported no remaining Walker & Dunlop position as of Q2 2022 after selling out during the quarter.
  • Bailard sold 2,400 Walker & Dunlop shares in Q2 2022, an estimated $311K.
  • Bailard first reported a position in Walker & Dunlop in Q1 2018 and held it in 7 quarters.
  • Bailard's Walker & Dunlop position peaked at $666K in Q1 2018.
  • 234 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2022.

Based on Bailard's 13F filing for Q2 2022, filed 27 Jul 2022.