HeadInvest LLC’s Walker & Dunlop WD Stock Holding History

HeadInvest LLC’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	-20	Closed	-$1.44K	–	705
2023 Q3	$1.44K	Buy	+20	New	+$1.69K	﹤0.01%	692

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

HeadInvest LLC's WD Position: Q4 2023 in Review

HeadInvest LLC sold out of Walker & Dunlop (WD) in Q4 2023, closing a stake of 20 shares — an estimated $1.44K sold.

HeadInvest LLC first reported a position in WD in Q3 2023 and held it in 1 quarter. The position peaked at $1.44K in Q3 2023. 253 funds tracked by Wall St. Rank hold WD as of Q4 2023.

HeadInvest LLC reported no remaining Walker & Dunlop position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 20 Walker & Dunlop shares in Q4 2023, an estimated $1.44K.
HeadInvest LLC first reported a position in Walker & Dunlop in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Walker & Dunlop position peaked at $1.44K in Q3 2023.
253 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.