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Dalton, Greiner, Hartman, Maher & Co’s WaFd WAFD Stock Holding History

Dalton, Greiner, Hartman, Maher & Co’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-26,276
Closed -$809K – 131
2021
Q1 		$809K Sell
26,276
-179,697
-87% -$5.37M 0.64% 66
2020
Q4 		$5.3M Sell
205,973
-75,854
-27% -$1.8M 1.12% 36
2020
Q3 		$5.88M Sell
281,827
-141,522
-33% -$3.34M 0.96% 43
2020
Q2 		$11.4M Buy
423,349
+1,460
+0.3% +$37.6K 1.12% 26
2020
Q1 		$11M Sell
421,889
-4,932
-1% -$158K 1.15% 22
2019
Q4 		$15.6M Sell
426,821
-37,299
-8% -$1.37M 1.07% 27
2019
Q3 		$17.2M Sell
464,120
-28,799
-6% -$1.03M 1.18% 23
2019
Q2 		$17.2M Sell
492,919
-11,470
-2% -$371K 1.43% 20
2019
Q1 		$14.6M Sell
504,389
-180,807
-26% -$5.32M 1.22% 30
2018
Q4 		$18.3M Buy
685,196
+85,749
+14% +$2.41M 1.37% 30
2018
Q3 		$19.2M Buy
599,447
+111,363
+23% +$3.75M 0.96% 46
2018
Q2 		$16M Buy
488,084
+142,527
+41% +$4.68M 0.82% 57
2018
Q1 		$12M Sell
345,557
-1,259
-0.4% -$44.7K 0.81% 55
2017
Q4 		$11.9M Buy
346,816
+14,423
+4% +$495K 0.62% 78
2017
Q3 		$11.2M Buy
+332,393
New +$10.8M 0.63% 84

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dalton, Greiner, Hartman, Maher & Co's WAFD Position: Q2 2021 in Review

Dalton, Greiner, Hartman, Maher & Co sold out of WaFd (WAFD) in Q2 2021, closing a stake of 26,276 shares — an estimated $809K sold.

Dalton, Greiner, Hartman, Maher & Co first reported a position in WAFD in Q3 2017 and held it in 15 quarters. The position peaked at $19.2M in Q3 2018. 210 funds tracked by Wall St. Rank hold WAFD as of Q2 2021.

  • Dalton, Greiner, Hartman, Maher & Co reported no remaining WaFd position as of Q2 2021 after selling out during the quarter.
  • Dalton, Greiner, Hartman, Maher & Co sold 26,276 WaFd shares in Q2 2021, an estimated $809K.
  • Dalton, Greiner, Hartman, Maher & Co first reported a position in WaFd in Q3 2017 and held it in 15 quarters.
  • Dalton, Greiner, Hartman, Maher & Co's WaFd position peaked at $19.2M in Q3 2018.
  • 210 funds tracked by Wall St. Rank held WaFd as of Q2 2021.

Based on Dalton, Greiner, Hartman, Maher & Co's 13F filing for Q2 2021.