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Ergoteles’s Walker & Dunlop WD Stock Holding History

Ergoteles’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
Q2 		– Sell
-25,645
Closed -$1.95M – 1564
2023
Q1 		$1.95M Buy
+25,645
New +$2.22M 0.08% 278
2022
Q4 		– Sell
-4,200
Closed -$352K – 1926
2022
Q3 		$352K Buy
+4,200
New +$429K 0.01% 906
2021
Q4 		– Sell
-13,500
Closed -$1.53M – 1630
2021
Q3 		$1.53M Buy
+13,500
New +$1.41M 0.06% 301

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ergoteles's WD Position: Q2 2023 in Review

Ergoteles sold out of Walker & Dunlop (WD) in Q2 2023, closing a stake of 25,645 shares — an estimated $1.95M sold.

Ergoteles first reported a position in WD in Q3 2021 and held it in 3 quarters. The position peaked at $1.95M in Q1 2023. 217 funds tracked by Wall St. Rank hold WD as of Q2 2023.

  • Ergoteles reported no remaining Walker & Dunlop position as of Q2 2023 after selling out during the quarter.
  • Ergoteles sold 25,645 Walker & Dunlop shares in Q2 2023, an estimated $1.95M.
  • Ergoteles first reported a position in Walker & Dunlop in Q3 2021 and held it in 3 quarters.
  • Ergoteles's Walker & Dunlop position peaked at $1.95M in Q1 2023.
  • 217 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.