Impactive Capital’s Walker & Dunlop WD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,450,348	Closed	-$142M	–	12
2024 Q2	$142M	Buy	1,450,348 +416,255	+40%	+$40.9M	5.53%	9
2024 Q1	$105M	Buy	1,034,093 +731,714	+242%	+$73.9M	3.95%	9
2023 Q4	$33.6M	Buy	+302,379	New	+$33.6M	1.38%	8