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Caldwell Sutter Capital’s Walker & Dunlop WD Stock Holding History

Caldwell Sutter Capital’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
2024
Q1 		– Sell
-13
Closed -$1.44K – 976
2023
Q4 		$1.44K Buy
+13
New +$1.07K ﹤0.01% 791

Other funds holding WD

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caldwell Sutter Capital's WD Position: Q1 2024 in Review

Caldwell Sutter Capital sold out of Walker & Dunlop (WD) in Q1 2024, closing a stake of 13 shares — an estimated $1.44K sold.

Caldwell Sutter Capital first reported a position in WD in Q4 2023 and held it in 1 quarter. The position peaked at $1.44K in Q4 2023. 263 funds tracked by Wall St. Rank hold WD as of Q1 2024.

  • Caldwell Sutter Capital reported no remaining Walker & Dunlop position as of Q1 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 13 Walker & Dunlop shares in Q1 2024, an estimated $1.44K.
  • Caldwell Sutter Capital first reported a position in Walker & Dunlop in Q4 2023 and held it in 1 quarter.
  • Caldwell Sutter Capital's Walker & Dunlop position peaked at $1.44K in Q4 2023.
  • 263 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2024.

Based on Caldwell Sutter Capital's 13F filing for Q1 2024, filed 19 Apr 2024.