BPM
WD icon

Bowling Portfolio Management’s Walker & Dunlop WD Stock Holding History

Bowling Portfolio 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
2020
Q4 		– Sell
-5,660
Closed -$300K – 365
2020
Q3 		$300K Sell
5,660
-9,665
-63% -$507K 0.07% 266
2020
Q2 		$779K Sell
15,325
-2,395
-14% -$97.9K 0.17% 164
2020
Q1 		$714K Sell
17,720
-3,014
-15% -$190K 0.18% 169
2019
Q4 		$1.34M Sell
20,734
-8,792
-30% -$556K 0.23% 128
2019
Q3 		$1.65M Sell
29,526
-2,982
-9% -$167K 0.28% 111
2019
Q2 		$1.73M Buy
32,508
+158
+0.5% +$8.37K 0.28% 112
2019
Q1 		$1.65M Sell
32,350
-81
-0.2% -$4.11K 0.26% 127
2018
Q4 		$1.4M Sell
32,431
-1,222
-4% -$56.2K 0.25% 133
2018
Q3 		$1.78M Buy
33,653
+11,370
+51% +$632K 0.25% 136
2018
Q2 		$1.24M Buy
22,283
+5,314
+31% +$306K 0.17% 211
2018
Q1 		$1.01M Sell
16,969
-18,082
-52% -$897K 0.14% 238
2017
Q4 		$1.67M Buy
+35,051
New +$1.79M 0.22% 163
2017
Q3 		– Sell
-27,659
Closed -$1.35M – 422
2017
Q2 		$1.35M Buy
+27,659
New +$1.29M 0.2% 154

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bowling Portfolio Management's WD Position: Q4 2020 in Review

Bowling Portfolio Management sold out of Walker & Dunlop (WD) in Q4 2020, closing a stake of 5,660 shares — an estimated $300K sold.

Bowling Portfolio Management first reported a position in WD in Q2 2017 and held it in 13 quarters. The position peaked at $1.78M in Q3 2018. 210 funds tracked by Wall St. Rank hold WD as of Q4 2020.

  • Bowling Portfolio Management reported no remaining Walker & Dunlop position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 5,660 Walker & Dunlop shares in Q4 2020, an estimated $300K.
  • Bowling Portfolio Management first reported a position in Walker & Dunlop in Q2 2017 and held it in 13 quarters.
  • Bowling Portfolio Management's Walker & Dunlop position peaked at $1.78M in Q3 2018.
  • 210 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.