Eudaimonia Partners’s Walker & Dunlop WD Stock Holding History

Eudaimonia 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
2023 Q4	–	Sell	-3,000	Closed	-$223K	–	343
2023 Q3	$223K	Hold	3,000	–	–	0.05%	289
2023 Q2	$237K	Hold	3,000	–	–	0.05%	295
2023 Q1	$229K	Hold	3,000	–	–	0.06%	302
2022 Q4	$235K	Hold	3,000	–	–	0.06%	298
2022 Q3	$251K	Hold	3,000	–	–	0.07%	268
2022 Q2	$289K	Hold	3,000	–	–	0.05%	299
2022 Q1	$388K	Buy	+3,000	New	+$412K	0.07%	277
2021 Q3	$341K	Hold	3,000	–	–	0.06%	285
2021 Q2	$313K	Hold	3,000	–	–	0.06%	296
2021 Q1	$308K	Hold	3,000	–	–	0.06%	275
2020 Q4	$276K	Hold	3,000	–	–	0.06%	260
2020 Q3	$159K	Hold	3,000	–	–	0.04%	322
2020 Q2	$152K	Hold	3,000	–	–	0.06%	273
2020 Q1	$121K	Buy	+3,000	New	+$189K	0.05%	300

Other funds holding WD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Eudaimonia Partners's WD Position: Q4 2023 in Review

Eudaimonia Partners sold out of Walker & Dunlop (WD) in Q4 2023, closing a stake of 3,000 shares — an estimated $223K sold.

Eudaimonia Partners first reported a position in WD in Q1 2020 and held it in 14 quarters. The position peaked at $388K in Q1 2022. 253 funds tracked by Wall St. Rank hold WD as of Q4 2023.

Eudaimonia Partners reported no remaining Walker & Dunlop position as of Q4 2023 after selling out during the quarter.
Eudaimonia Partners sold 3,000 Walker & Dunlop shares in Q4 2023, an estimated $223K.
Eudaimonia Partners first reported a position in Walker & Dunlop in Q1 2020 and held it in 14 quarters.
Eudaimonia Partners's Walker & Dunlop position peaked at $388K in Q1 2022.
253 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2023.

Based on Eudaimonia Partners's 13F filing for Q4 2023, filed 8 Feb 2024.