ClearBridge Investments’s Walker & Dunlop WD Stock Holding History

ClearBridge Investments’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
2019 Q4	–	Sell	-76	Closed	-$4K	–	1146
2019 Q3	$4K	Buy	+76	New	+$4.26K	﹤0.01%	1060
2015 Q4	–	Sell	-75,593	Closed	-$1.97M	–	1175
2015 Q3	$1.97M	Sell	75,593 -66,783	-47%	-$1.67M	﹤0.01%	657
2015 Q2	$3.81M	Sell	142,376 -17,297	-11%	-$384K	﹤0.01%	613
2015 Q1	$2.83M	Sell	159,673 -53,967	-25%	-$916K	﹤0.01%	656
2014 Q4	$3.75M	Sell	213,640 -19,540	-8%	-$311K	﹤0.01%	647
2014 Q3	$3.1M	Buy	233,180 +25,895	+12%	+$359K	﹤0.01%	670
2014 Q2	$2.92M	Sell	207,285 -5,368	-3%	-$81.9K	﹤0.01%	644
2014 Q1	$3.48M	Sell	212,653 -5,317	-2%	-$83.4K	﹤0.01%	636
2013 Q4	$3.52M	Buy	217,970 +145,455	+201%	+$2.09M	﹤0.01%	617
2013 Q3	$1.15M	Buy	72,515 +41,963	+137%	+$692K	﹤0.01%	684
2013 Q2	$535K	Buy	+30,552	New	+$553K	﹤0.01%	734

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments's WD Position: Q4 2019 in Review

ClearBridge Investments sold out of Walker & Dunlop (WD) in Q4 2019, closing a stake of 76 shares — an estimated $4K sold.

ClearBridge Investments first reported a position in WD in Q2 2013 and held it in 11 quarters. The position peaked at $3.81M in Q2 2015. 222 funds tracked by Wall St. Rank hold WD as of Q4 2019.

ClearBridge Investments reported no remaining Walker & Dunlop position as of Q4 2019 after selling out during the quarter.
ClearBridge Investments sold 76 Walker & Dunlop shares in Q4 2019, an estimated $4K.
ClearBridge Investments first reported a position in Walker & Dunlop in Q2 2013 and held it in 11 quarters.
ClearBridge Investments's Walker & Dunlop position peaked at $3.81M in Q2 2015.
222 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2019.

Based on ClearBridge Investments's 13F filing for Q4 2019, filed 14 Feb 2020.