Claris Advisors’s Walker & Dunlop WD Stock Holding History

Claris Advisors’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 Q4	–	Sell	-3	Closed	-$341	–	1151
2024 Q3	$341	Buy	+3	New	+$314	﹤0.01%	785

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Claris Advisors's WD Position: Q4 2024 in Review

Claris Advisors sold out of Walker & Dunlop (WD) in Q4 2024, closing a stake of 3 shares — an estimated $341 sold.

Claris Advisors first reported a position in WD in Q3 2024 and held it in 1 quarter. The position peaked at $341 in Q3 2024. 270 funds tracked by Wall St. Rank hold WD as of Q4 2024.

Claris Advisors reported no remaining Walker & Dunlop position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 Walker & Dunlop shares in Q4 2024, an estimated $341.
Claris Advisors first reported a position in Walker & Dunlop in Q3 2024 and held it in 1 quarter.
Claris Advisors's Walker & Dunlop position peaked at $341 in Q3 2024.
270 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.