Central Trust Company’s Walker & Dunlop WD Stock Holding History

Central Trust Company’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 Q4	–	Sell	-400	Closed	-$29.7K	–	1430
2023 Q3	$29.7K	Hold	400	–	–	﹤0.01%	874
2023 Q2	$31.6K	Hold	400	–	–	﹤0.01%	861
2023 Q1	$30.5K	Hold	400	–	–	﹤0.01%	875
2022 Q4	$31.4K	Hold	400	–	–	﹤0.01%	850
2022 Q3	$33K	Hold	400	–	–	﹤0.01%	848
2022 Q2	$39K	Hold	400	–	–	﹤0.01%	817
2022 Q1	$52K	Hold	400	–	–	﹤0.01%	805
2021 Q4	$60K	Hold	400	–	–	﹤0.01%	764
2021 Q3	$45K	Hold	400	–	–	﹤0.01%	784
2021 Q2	$42K	Hold	400	–	–	﹤0.01%	761
2021 Q1	$41K	Hold	400	–	–	﹤0.01%	730
2020 Q4	$37K	Buy	+400	New	+$29.6K	﹤0.01%	729

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Central Trust Company's WD Position: Q4 2023 in Review

Central Trust Company sold out of Walker & Dunlop (WD) in Q4 2023, closing a stake of 400 shares — an estimated $29.7K sold.

Central Trust Company first reported a position in WD in Q4 2020 and held it in 12 quarters. The position peaked at $60K in Q4 2021. 253 funds tracked by Wall St. Rank hold WD as of Q4 2023.

Central Trust Company reported no remaining Walker & Dunlop position as of Q4 2023 after selling out during the quarter.
Central Trust Company sold 400 Walker & Dunlop shares in Q4 2023, an estimated $29.7K.
Central Trust Company first reported a position in Walker & Dunlop in Q4 2020 and held it in 12 quarters.
Central Trust Company's Walker & Dunlop position peaked at $60K in Q4 2021.
253 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2023.

Based on Central Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.