Cambridge Trust’s Walker & Dunlop WD Stock Holding History

Cambridge Trust’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 Q1	–	Sell	-6	Closed	-$1K	–	1185
2021 Q4	$1K	Buy	+6	New	+$836	﹤0.01%	1037

Other funds holding WD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cambridge Trust's WD Position: Q1 2022 in Review

Cambridge Trust sold out of Walker & Dunlop (WD) in Q1 2022, closing a stake of 6 shares — an estimated $1K sold.

Cambridge Trust first reported a position in WD in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 275 funds tracked by Wall St. Rank hold WD as of Q1 2022.

Cambridge Trust reported no remaining Walker & Dunlop position as of Q1 2022 after selling out during the quarter.
Cambridge Trust sold 6 Walker & Dunlop shares in Q1 2022, an estimated $1K.
Cambridge Trust first reported a position in Walker & Dunlop in Q4 2021 and held it in 1 quarter.
Cambridge Trust's Walker & Dunlop position peaked at $1K in Q4 2021.
275 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2022.

Based on Cambridge Trust's 13F filing for Q1 2022, filed 12 May 2022.