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Beck Mack & Oliver’s Walker & Dunlop WD Stock Holding History

Beck Mack & Oliver’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
2023
Q1 		– Sell
-18,452
Closed -$1.45M – 173
2022
Q4 		$1.45M Sell
18,452
-1,305
-7% -$110K 0.04% 94
2022
Q3 		$1.65M Sell
19,757
-1,500
-7% -$153K 0.05% 89
2022
Q2 		$2.05M Sell
21,257
-825
-4% -$91K 0.06% 88
2022
Q1 		$2.86M Hold
22,082
– – 0.07% 84
2021
Q4 		$3.33M Sell
22,082
-1,850
-8% -$258K 0.08% 76
2021
Q3 		$2.72M Hold
23,932
– – 0.07% 75
2021
Q2 		$2.5M Hold
23,932
– – 0.07% 77
2021
Q1 		$2.46M Buy
23,932
+1,200
+5% +$117K 0.08% 76
2020
Q4 		$2.09M Buy
22,732
+7,182
+46% +$532K 0.07% 83
2020
Q3 		$824K Buy
+15,550
New +$816K 0.03% 116

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 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beck Mack & Oliver's WD Position: Q1 2023 in Review

Beck Mack & Oliver sold out of Walker & Dunlop (WD) in Q1 2023, closing a stake of 18,452 shares — an estimated $1.45M sold.

Beck Mack & Oliver first reported a position in WD in Q3 2020 and held it in 10 quarters. The position peaked at $3.33M in Q4 2021. 242 funds tracked by Wall St. Rank hold WD as of Q1 2023.

  • Beck Mack & Oliver reported no remaining Walker & Dunlop position as of Q1 2023 after selling out during the quarter.
  • Beck Mack & Oliver sold 18,452 Walker & Dunlop shares in Q1 2023, an estimated $1.45M.
  • Beck Mack & Oliver first reported a position in Walker & Dunlop in Q3 2020 and held it in 10 quarters.
  • Beck Mack & Oliver's Walker & Dunlop position peaked at $3.33M in Q4 2021.
  • 242 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2023.

Based on Beck Mack & Oliver's 13F filing for Q1 2023, filed 15 May 2023.