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Impactive Capital’s Walker & Dunlop WD Stock Holding History

Impactive Capital’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
2024
Q3 		– Sell
-1,450,348
Closed -$142M – 12
2024
Q2 		$142M Buy
1,450,348
+416,255
+40% +$39.6M 5.53% 9
2024
Q1 		$105M Buy
1,034,093
+731,714
+242% +$70.3M 3.95% 9
2023
Q4 		$33.6M Buy
+302,379
New +$24.8M 1.38% 8

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impactive Capital's WD Position: Q3 2024 in Review

Impactive Capital sold out of Walker & Dunlop (WD) in Q3 2024, closing a stake of 1,450,348 shares — an estimated $142M sold.

Impactive Capital first reported a position in WD in Q4 2023 and held it in 3 quarters. The position peaked at $142M in Q2 2024. 274 funds tracked by Wall St. Rank hold WD as of Q3 2024.

  • Impactive Capital reported no remaining Walker & Dunlop position as of Q3 2024 after selling out during the quarter.
  • Impactive Capital sold 1,450,348 Walker & Dunlop shares in Q3 2024, an estimated $142M.
  • Impactive Capital first reported a position in Walker & Dunlop in Q4 2023 and held it in 3 quarters.
  • Impactive Capital's Walker & Dunlop position peaked at $142M in Q2 2024.
  • 274 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2024.

Based on Impactive Capital's 13F filing for Q3 2024, filed 14 Nov 2024.