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Hillsdale Investment Management’s Walker & Dunlop WD Stock Holding History

Hillsdale Investment Management’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
2020
Q2 		– Sell
-13,900
Closed -$560K – 695
2020
Q1 		$560K Sell
13,900
-44,200
-76% -$2.78M 0.07% 273
2019
Q4 		$3.76M Buy
58,100
+5,200
+10% +$329K 0.33% 106
2019
Q3 		$2.96M Buy
52,900
+1,700
+3% +$95.4K 0.26% 119
2019
Q2 		$2.73M Buy
51,200
+14,900
+41% +$789K 0.27% 85
2019
Q1 		$1.85M Buy
+36,300
New +$1.84M 0.17% 123

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hillsdale Investment Management's WD Position: Q2 2020 in Review

Hillsdale Investment Management sold out of Walker & Dunlop (WD) in Q2 2020, closing a stake of 13,900 shares — an estimated $560K sold.

Hillsdale Investment Management first reported a position in WD in Q1 2019 and held it in 5 quarters. The position peaked at $3.76M in Q4 2019. 184 funds tracked by Wall St. Rank hold WD as of Q2 2020.

  • Hillsdale Investment Management reported no remaining Walker & Dunlop position as of Q2 2020 after selling out during the quarter.
  • Hillsdale Investment Management sold 13,900 Walker & Dunlop shares in Q2 2020, an estimated $560K.
  • Hillsdale Investment Management first reported a position in Walker & Dunlop in Q1 2019 and held it in 5 quarters.
  • Hillsdale Investment Management's Walker & Dunlop position peaked at $3.76M in Q4 2019.
  • 184 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2020.

Based on Hillsdale Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.