DI
WD icon

Disciplined Investments’s Walker & Dunlop WD Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-6
Closed -$475 – 1536
2023
Q2 		$475 Buy
6
+1
+20% +$72 ﹤0.01% 1247
2023
Q1 		$381 Buy
5
+1
+25% +$87 ﹤0.01% 1324
2022
Q4 		$314 Sell
4
-5
-56% -$420 ﹤0.01% 1327
2022
Q3 		$1K Buy
9
+7
+350% +$715 ﹤0.01% 1128
2022
Q2 		$0 Sell
2
-7
-78% -$772 ﹤0.01% 1653
2022
Q1 		$1K Buy
+9
New +$1.24K ﹤0.01% 1232
2021
Q2 		– Sell
-8
Closed -$1K – 445
2021
Q1 		$1K Buy
+8
New +$777 ﹤0.01% 380

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Disciplined Investments's WD Position: Q3 2023 in Review

Disciplined Investments sold out of Walker & Dunlop (WD) in Q3 2023, closing a stake of 6 shares — an estimated $475 sold.

Disciplined Investments first reported a position in WD in Q1 2021 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 217 funds tracked by Wall St. Rank hold WD as of Q3 2023.

  • Disciplined Investments reported no remaining Walker & Dunlop position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 6 Walker & Dunlop shares in Q3 2023, an estimated $475.
  • Disciplined Investments first reported a position in Walker & Dunlop in Q1 2021 and held it in 7 quarters.
  • Disciplined Investments's Walker & Dunlop position peaked at $1K in Q3 2022.
  • 217 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.