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Inspire Investing’s Walker & Dunlop WD Stock Holding History

Inspire Investing’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
Q1 		– Sell
-3,450
Closed -$383K – 875
2023
Q4 		$383K Sell
3,450
-668
-16% -$54.9K 0.04% 649
2023
Q3 		$306K Buy
4,118
+136
+3% +$11.5K 0.04% 693
2023
Q2 		$315K Buy
3,982
+347
+10% +$25.1K 0.04% 496
2023
Q1 		$277K Buy
3,635
+636
+21% +$55.2K 0.04% 421
2022
Q4 		$235K Buy
2,999
+511
+21% +$42.9K 0.03% 580
2022
Q3 		$208K Buy
2,488
+271
+12% +$27.7K 0.03% 416
2022
Q2 		$214K Sell
2,217
-7,117
-76% -$785K 0.03% 386
2022
Q1 		$1.21M Buy
9,334
+751
+9% +$103K 0.14% 140
2021
Q4 		$1.29M Sell
8,583
-4,148
-33% -$578K 0.15% 139
2021
Q3 		$1.45M Sell
12,731
-535
-4% -$56K 0.18% 136
2021
Q2 		$1.39M Buy
13,266
+10,002
+306% +$1.05M 0.18% 114
2021
Q1 		$335K Buy
3,264
+164
+5% +$15.9K 0.05% 485
2020
Q4 		$285K Buy
+3,100
New +$230K 0.06% 472

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Inspire Investing's WD Position: Q1 2024 in Review

Inspire Investing sold out of Walker & Dunlop (WD) in Q1 2024, closing a stake of 3,450 shares — an estimated $383K sold.

Inspire Investing first reported a position in WD in Q4 2020 and held it in 13 quarters. The position peaked at $1.45M in Q3 2021. 263 funds tracked by Wall St. Rank hold WD as of Q1 2024.

  • Inspire Investing reported no remaining Walker & Dunlop position as of Q1 2024 after selling out during the quarter.
  • Inspire Investing sold 3,450 Walker & Dunlop shares in Q1 2024, an estimated $383K.
  • Inspire Investing first reported a position in Walker & Dunlop in Q4 2020 and held it in 13 quarters.
  • Inspire Investing's Walker & Dunlop position peaked at $1.45M in Q3 2021.
  • 263 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2024.

Based on Inspire Investing's 13F filing for Q1 2024, filed 7 May 2024.