Clal Insurance’s Walker & Dunlop WD Stock Holding History

Clal Insurance’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
2020 Q1	–	Sell	-776	Closed	-$12K	–	138
2019 Q4	$12K	Sell	776 -16,250	-95%	-$1.03M	0.01%	104
2019 Q3	$952K	Buy	17,026 +2,026	+14%	+$114K	0.02%	91
2019 Q2	$798K	Buy	+15,000	New	+$794K	0.02%	86

Other funds holding WD

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Clal Insurance's WD Position: Q1 2020 in Review

Clal Insurance sold out of Walker & Dunlop (WD) in Q1 2020, closing a stake of 776 shares — an estimated $12K sold.

Clal Insurance first reported a position in WD in Q2 2019 and held it in 3 quarters. The position peaked at $952K in Q3 2019. 190 funds tracked by Wall St. Rank hold WD as of Q1 2020.

Clal Insurance reported no remaining Walker & Dunlop position as of Q1 2020 after selling out during the quarter.
Clal Insurance sold 776 Walker & Dunlop shares in Q1 2020, an estimated $12K.
Clal Insurance first reported a position in Walker & Dunlop in Q2 2019 and held it in 3 quarters.
Clal Insurance's Walker & Dunlop position peaked at $952K in Q3 2019.
190 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2020.

Based on Clal Insurance's 13F filing for Q1 2020, filed 15 May 2020.