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Chartwell Investment Partners’s Walker & Dunlop WD Stock Holding History

Chartwell Investment Partners’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
Q3 		$885K Buy
+7,795
New +$816K 0.03% 360
2022
Q2 		– Sell
-14,562
Closed -$1.89M – 439
2022
Q1 		$1.89M Buy
14,562
+608
+4% +$83.4K 0.06% 309
2021
Q4 		$2.1M Buy
+13,954
New +$1.94M 0.06% 298

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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, 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chartwell Investment Partners's WD Position: Q3 2024 in Review

Chartwell Investment Partners opened a new position in Walker & Dunlop (WD) in Q3 2024: 7,795 shares worth $885K. The stake represents 0.03% of the portfolio and ranks #360 among its holdings. This is a return to the name: Chartwell Investment Partners previously reported a position in WD as recently as Q1 2022.

Chartwell Investment Partners first reported a position in WD in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.1M in Q4 2021. 274 funds tracked by Wall St. Rank hold WD as of Q3 2024.

  • Chartwell Investment Partners held 7,795 shares of Walker & Dunlop worth $885K as of Q3 2024.
  • Walker & Dunlop was a new Chartwell Investment Partners position in Q3 2024.
  • Walker & Dunlop made up 0.03% of Chartwell Investment Partners's portfolio in Q3 2024, its #360 holding.
  • Chartwell Investment Partners first reported a position in Walker & Dunlop in Q4 2021 and has held it in 3 quarters since.
  • Chartwell Investment Partners's Walker & Dunlop position peaked at $2.1M in Q4 2021.
  • 274 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.