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Insight Folios’s Walker & Dunlop WD Stock Holding History

Insight Folios’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 		$783K Sell
6,890
-18
-0.3% -$1.88K 0.28% 43
2024
Q2 		$678K Sell
6,908
-135
-2% -$12.8K 0.28% 45
2024
Q1 		$712K Buy
7,043
+171
+2% +$16.4K 0.29% 45
2023
Q4 		$763K Buy
6,872
+46
+0.7% +$3.78K 0.33% 38
2023
Q3 		$507K Sell
6,826
-16
-0.2% -$1.35K 0.25% 47
2023
Q2 		$541K Buy
6,842
+3,932
+135% +$284K 0.23% 49
2023
Q1 		$222K Hold
2,910
– – 0.1% 105
2022
Q4 		$228K Sell
2,910
-68
-2% -$5.71K 0.1% 101
2022
Q3 		$249K Sell
2,978
-924
-24% -$94.3K 0.13% 90
2022
Q2 		$376K Buy
3,902
+106
+3% +$11.7K 0.18% 65
2022
Q1 		$491K Sell
3,796
-216
-5% -$29.6K 0.22% 57
2021
Q4 		$605K Buy
4,012
+223
+6% +$31.1K 0.28% 48
2021
Q3 		$430K Buy
+3,789
New +$397K 0.24% 52

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Insight Folios's WD Position: Q3 2024 in Review

Insight Folios reduced its Walker & Dunlop (WD) stake by 0.26% in Q3 2024, selling an estimated $1.88K and leaving 6,890 shares worth $783K. The position accounts for 0.28% of the portfolio, ranked #43.

Insight Folios first reported a position in WD in Q3 2021 and has held it in 13 quarters since. 274 funds tracked by Wall St. Rank hold WD as of Q3 2024.

  • Insight Folios held 6,890 shares of Walker & Dunlop worth $783K as of Q3 2024.
  • Insight Folios sold 18 Walker & Dunlop shares in Q3 2024, an estimated $1.88K.
  • Walker & Dunlop made up 0.28% of Insight Folios's portfolio in Q3 2024, its #43 holding.
  • Insight Folios first reported a position in Walker & Dunlop in Q3 2021 and has held it in 13 quarters since.
  • 274 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.