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Eagle Ridge Investment Management’s Walker & Dunlop WD Stock Holding History

Eagle Ridge Investment 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
-4,032
Closed -$261K – 153
2019
Q4 		$261K Buy
+4,032
New +$255K 0.04% 133

Other funds holding WD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Ridge Investment Management's WD Position: Q1 2020 in Review

Eagle Ridge Investment Management sold out of Walker & Dunlop (WD) in Q1 2020, closing a stake of 4,032 shares — an estimated $261K sold.

Eagle Ridge Investment Management first reported a position in WD in Q4 2019 and held it in 1 quarter. The position peaked at $261K in Q4 2019. 190 funds tracked by Wall St. Rank hold WD as of Q1 2020.

  • Eagle Ridge Investment Management reported no remaining Walker & Dunlop position as of Q1 2020 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 4,032 Walker & Dunlop shares in Q1 2020, an estimated $261K.
  • Eagle Ridge Investment Management first reported a position in Walker & Dunlop in Q4 2019 and held it in 1 quarter.
  • Eagle Ridge Investment Management's Walker & Dunlop position peaked at $261K in Q4 2019.
  • 190 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2020.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.