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Edgestream Partners’s Walker & Dunlop WD Stock Holding History

Edgestream Partners’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
2024
Q4 		– Sell
-18,341
Closed -$2.08M – 1117
2024
Q3 		$2.08M Buy
+18,341
New +$1.92M 0.09% 391

Other funds holding WD

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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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgestream Partners's WD Position: Q4 2024 in Review

Edgestream Partners sold out of Walker & Dunlop (WD) in Q4 2024, closing a stake of 18,341 shares — an estimated $2.08M sold.

Edgestream Partners first reported a position in WD in Q3 2024 and held it in 1 quarter. The position peaked at $2.08M in Q3 2024. 270 funds tracked by Wall St. Rank hold WD as of Q4 2024.

  • Edgestream Partners reported no remaining Walker & Dunlop position as of Q4 2024 after selling out during the quarter.
  • Edgestream Partners sold 18,341 Walker & Dunlop shares in Q4 2024, an estimated $2.08M.
  • Edgestream Partners first reported a position in Walker & Dunlop in Q3 2024 and held it in 1 quarter.
  • Edgestream Partners's Walker & Dunlop position peaked at $2.08M in Q3 2024.
  • 270 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2024.

Based on Edgestream Partners's 13F filing for Q4 2024, filed 7 Feb 2025.