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Harvest Investment Services’s Walker & Dunlop WD Stock Holding History

Harvest Investment Services’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
Q2 		– Sell
-3,922
Closed -$507K – 196
2022
Q1 		$507K Buy
3,922
+1,862
+90% +$256K 0.3% 93
2021
Q4 		$310K Buy
+2,060
New +$287K 0.13% 194

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Harvest Investment Services's WD Position: Q2 2022 in Review

Harvest Investment Services sold out of Walker & Dunlop (WD) in Q2 2022, closing a stake of 3,922 shares — an estimated $507K sold.

Harvest Investment Services first reported a position in WD in Q4 2021 and held it in 2 quarters. The position peaked at $507K in Q1 2022. 234 funds tracked by Wall St. Rank hold WD as of Q2 2022.

  • Harvest Investment Services reported no remaining Walker & Dunlop position as of Q2 2022 after selling out during the quarter.
  • Harvest Investment Services sold 3,922 Walker & Dunlop shares in Q2 2022, an estimated $507K.
  • Harvest Investment Services first reported a position in Walker & Dunlop in Q4 2021 and held it in 2 quarters.
  • Harvest Investment Services's Walker & Dunlop position peaked at $507K in Q1 2022.
  • 234 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2022.

Based on Harvest Investment Services's 13F filing for Q2 2022, filed 19 Jul 2022.