CI Investments Inc
WD icon

CI Investments Inc’s Walker & Dunlop WD Stock Holding History

CI Investments Inc’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
Q4 		– Sell
-522
Closed -$44K – 1387
2022
Q3 		$44K Sell
522
-18
-3% -$1.84K ﹤0.01% 863
2022
Q2 		$52K Sell
540
-279
-34% -$30.8K ﹤0.01% 828
2022
Q1 		$106K Sell
819
-134
-14% -$18.4K ﹤0.01% 851
2021
Q4 		$144K Buy
+953
New +$133K ﹤0.01% 820

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CI Investments Inc's WD Position: Q4 2022 in Review

CI Investments Inc sold out of Walker & Dunlop (WD) in Q4 2022, closing a stake of 522 shares — an estimated $44K sold.

CI Investments Inc first reported a position in WD in Q4 2021 and held it in 4 quarters. The position peaked at $144K in Q4 2021. 226 funds tracked by Wall St. Rank hold WD as of Q4 2022.

  • CI Investments Inc reported no remaining Walker & Dunlop position as of Q4 2022 after selling out during the quarter.
  • CI Investments Inc sold 522 Walker & Dunlop shares in Q4 2022, an estimated $44K.
  • CI Investments Inc first reported a position in Walker & Dunlop in Q4 2021 and held it in 4 quarters.
  • CI Investments Inc's Walker & Dunlop position peaked at $144K in Q4 2021.
  • 226 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2022.

Based on CI Investments Inc's 13F filing for Q4 2022, filed 10 Feb 2023.