Gradient Investments’s Walker & Dunlop WD Stock Holding History

Gradient Investments’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 Q1	–	Sell	-12	Closed	-$942	–	1651
2022 Q4	$942	Buy	+12	New	+$1.01K	﹤0.01%	1204
2013 Q4	–	Sell	-10,182	Closed	-$162K	–	669
2013 Q3	$162K	Buy	+10,182	New	+$168K	0.05%	139

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Gradient Investments's WD Position: Q1 2023 in Review

Gradient Investments sold out of Walker & Dunlop (WD) in Q1 2023, closing a stake of 12 shares — an estimated $942 sold.

Gradient Investments first reported a position in WD in Q3 2013 and held it in 2 quarters. The position peaked at $162K in Q3 2013. 242 funds tracked by Wall St. Rank hold WD as of Q1 2023.

Gradient Investments reported no remaining Walker & Dunlop position as of Q1 2023 after selling out during the quarter.
Gradient Investments sold 12 Walker & Dunlop shares in Q1 2023, an estimated $942.
Gradient Investments first reported a position in Walker & Dunlop in Q3 2013 and held it in 2 quarters.
Gradient Investments's Walker & Dunlop position peaked at $162K in Q3 2013.
242 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.