FG
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Formula Growth’s Walker & Dunlop WD Stock Holding History

Formula Growth’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
Q4 		– Sell
-32,500
Closed -$2.72M – 147
2022
Q3 		$2.72M Sell
32,500
-2,000
-6% -$204K 0.78% 54
2022
Q2 		$3.32M Hold
34,500
– – 0.92% 44
2022
Q1 		$4.46M Buy
+34,500
New +$4.73M 0.84% 46

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Formula Growth's WD Position: Q4 2022 in Review

Formula Growth sold out of Walker & Dunlop (WD) in Q4 2022, closing a stake of 32,500 shares — an estimated $2.72M sold.

Formula Growth first reported a position in WD in Q1 2022 and held it in 3 quarters. The position peaked at $4.46M in Q1 2022. 226 funds tracked by Wall St. Rank hold WD as of Q4 2022.

  • Formula Growth reported no remaining Walker & Dunlop position as of Q4 2022 after selling out during the quarter.
  • Formula Growth sold 32,500 Walker & Dunlop shares in Q4 2022, an estimated $2.72M.
  • Formula Growth first reported a position in Walker & Dunlop in Q1 2022 and held it in 3 quarters.
  • Formula Growth's Walker & Dunlop position peaked at $4.46M in Q1 2022.
  • 226 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2022.

Based on Formula Growth's 13F filing for Q4 2022, filed 13 Feb 2023.