Crown Advisors Management’s Walker & Dunlop WD Stock Holding History

Crown Advisors Management’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	-60,000	Closed	-$3.88M	–	52
2019 Q4	$3.88M	Buy	60,000 +10,000	+20%	+$633K	2.5%	17
2019 Q3	$2.8M	Buy	+50,000	New	+$2.81M	1.87%	25

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

Crown Advisors Management's WD Position: Q1 2020 in Review

Crown Advisors Management sold out of Walker & Dunlop (WD) in Q1 2020, closing a stake of 60,000 shares — an estimated $3.88M sold.

Crown Advisors Management first reported a position in WD in Q3 2019 and held it in 2 quarters. The position peaked at $3.88M in Q4 2019. 190 funds tracked by Wall St. Rank hold WD as of Q1 2020.

Crown Advisors Management reported no remaining Walker & Dunlop position as of Q1 2020 after selling out during the quarter.
Crown Advisors Management sold 60,000 Walker & Dunlop shares in Q1 2020, an estimated $3.88M.
Crown Advisors Management first reported a position in Walker & Dunlop in Q3 2019 and held it in 2 quarters.
Crown Advisors Management's Walker & Dunlop position peaked at $3.88M in Q4 2019.
190 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2020.

Based on Crown Advisors Management's 13F filing for Q1 2020, filed 5 May 2020.