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Eaton Vance Management’s Walker & Dunlop WD Stock Holding History

Eaton Vance 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
2022
Q3 		$11.3M Sell
135,282
-46
-0% -$4.7K 0.02% 565
2022
Q2 		$13M Sell
135,328
-1,221
-0.9% -$135K 0.02% 552
2022
Q1 		$17.7M Sell
136,549
-27
-0% -$3.71K 0.02% 532
2021
Q4 		$20.6M Buy
136,576
+107
+0.1% +$14.9K 0.03% 470
2021
Q3 		$15.4M Buy
136,469
+79
+0.1% +$8.28K 0.02% 481
2021
Q2 		$14.2M Buy
136,390
+872
+0.6% +$91.3K 0.02% 525
2021
Q1 		$13.9M Buy
135,518
+125
+0.1% +$12.1K 0.02% 499
2020
Q4 		$12.5M Hold
135,393
– – 0.02% 496
2020
Q3 		$7.18M Buy
135,393
+32
+0% +$1.68K 0.01% 546
2020
Q2 		$6.88M Sell
135,361
-69
-0.1% -$2.82K 0.01% 531
2020
Q1 		$5.45M Buy
135,430
+26
+0% +$1.64K 0.01% 530
2019
Q4 		$8.76M Buy
135,404
+26
+0% +$1.65K 0.02% 482
2019
Q3 		$7.57M Buy
135,378
+31
+0% +$1.74K 0.02% 505
2019
Q2 		$7.2M Buy
135,347
+76,176
+129% +$4.03M 0.02% 501
2019
Q1 		$3.01M Sell
59,171
-16
-0% -$812 0.01% 679
2018
Q4 		$2.56M Hold
59,187
– – 0.01% 658
2018
Q3 		$3.13M Buy
59,187
+6,253
+12% +$347K 0.01% 649
2018
Q2 		$2.95M Buy
52,934
+12,015
+29% +$693K 0.01% 642
2018
Q1 		$2.43M Buy
40,919
+18,253
+81% +$905K 0.01% 660
2017
Q4 		$1.08M Buy
+22,666
New +$1.16M ﹤0.01% 820

Other funds holding WD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Eaton Vance Management's WD Position: Q3 2022 in Review

Eaton Vance Management reduced its Walker & Dunlop (WD) stake by 0.03% in Q3 2022, selling an estimated $4.7K and leaving 135,282 shares worth $11.3M. The position accounts for 0.02% of the portfolio, ranked #565.

Eaton Vance Management first reported a position in WD in Q4 2017 and has held it in 20 quarters since. The position peaked at $20.6M in Q4 2021. 245 funds tracked by Wall St. Rank hold WD as of Q3 2022.

  • Eaton Vance Management held 135,282 shares of Walker & Dunlop worth $11.3M as of Q3 2022.
  • Eaton Vance Management sold 46 Walker & Dunlop shares in Q3 2022, an estimated $4.7K.
  • Walker & Dunlop made up 0.02% of Eaton Vance Management's portfolio in Q3 2022, its #565 holding.
  • Eaton Vance Management first reported a position in Walker & Dunlop in Q4 2017 and has held it in 20 quarters since.
  • Eaton Vance Management's Walker & Dunlop position peaked at $20.6M in Q4 2021.
  • 245 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.