Bogle Investment Management’s Walker & Dunlop WD Stock Holding History

Bogle Investment Management’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
2019 Q4	–	Sell	-11,764	Closed	-$658K	–	330
2019 Q3	$658K	Buy	11,764 +6,548	+126%	+$367K	0.06%	201
2019 Q2	$278K	Sell	5,216 -60,879	-92%	-$3.22M	0.02%	256
2019 Q1	$3.37M	Buy	+66,095	New	+$3.36M	0.26%	119
2018 Q3	–	Sell	-60,642	Closed	-$3.38M	–	339
2018 Q2	$3.38M	Buy	60,642 +31,883	+111%	+$1.84M	0.24%	119
2018 Q1	$1.71M	Buy	+28,759	New	+$1.43M	0.13%	160
2017 Q4	–	Sell	-24,414	Closed	-$1.28M	–	363
2017 Q3	$1.28M	Buy	24,414 +14,651	+150%	+$714K	0.09%	198
2017 Q2	$476K	Sell	9,763 -9,636	-50%	-$449K	0.03%	258
2017 Q1	$808K	Buy	+19,399	New	+$715K	0.06%	243
2015 Q3	–	Sell	-39,187	Closed	-$1.05M	–	440
2015 Q2	$1.05M	Buy	+39,187	New	+$870K	0.08%	258

Other funds holding WD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bogle Investment Management's WD Position: Q4 2019 in Review

Bogle Investment Management sold out of Walker & Dunlop (WD) in Q4 2019, closing a stake of 11,764 shares — an estimated $658K sold.

Bogle Investment Management first reported a position in WD in Q2 2015 and held it in 9 quarters. The position peaked at $3.38M in Q2 2018. 222 funds tracked by Wall St. Rank hold WD as of Q4 2019.

Bogle Investment Management reported no remaining Walker & Dunlop position as of Q4 2019 after selling out during the quarter.
Bogle Investment Management sold 11,764 Walker & Dunlop shares in Q4 2019, an estimated $658K.
Bogle Investment Management first reported a position in Walker & Dunlop in Q2 2015 and held it in 9 quarters.
Bogle Investment Management's Walker & Dunlop position peaked at $3.38M in Q2 2018.
222 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2019.

Based on Bogle Investment Management's 13F filing for Q4 2019, filed 13 Feb 2020.