James Investment Research’s Walker & Dunlop WD Stock Holding History

James Investment Research’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
2022 Q2	–	Sell	-265	Closed	-$34K	–	554
2022 Q1	$34K	Buy	+265	New	+$36.4K	﹤0.01%	382
2019 Q4	–	Sell	-4,115	Closed	-$230K	–	562
2019 Q3	$230K	Hold	4,115	–	–	0.02%	298
2019 Q2	$219K	Sell	4,115 -8,485	-67%	-$449K	0.02%	348
2019 Q1	$641K	Buy	+12,600	New	+$640K	0.04%	411
2018 Q4	–	Sell	-38,570	Closed	-$2.04M	–	893
2018 Q3	$2.04M	Buy	38,570 +2,760	+8%	+$153K	0.08%	381
2018 Q2	$1.99M	Buy	+35,810	New	+$2.06M	0.08%	363
2018 Q1	–	Sell	-31,490	Closed	-$1.5M	–	853
2017 Q4	$1.5M	Sell	31,490 -24,395	-44%	-$1.24M	0.05%	436
2017 Q3	$2.92M	Buy	55,885 +8,820	+19%	+$430K	0.1%	164
2017 Q2	$2.3M	Sell	47,065 -10,745	-19%	-$501K	0.07%	184
2017 Q1	$2.41M	Buy	+57,810	New	+$2.13M	0.07%	190

Other funds holding WD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

James Investment Research's WD Position: Q2 2022 in Review

James Investment Research sold out of Walker & Dunlop (WD) in Q2 2022, closing a stake of 265 shares — an estimated $34K sold.

James Investment Research first reported a position in WD in Q1 2017 and held it in 10 quarters. The position peaked at $2.92M in Q3 2017. 234 funds tracked by Wall St. Rank hold WD as of Q2 2022.

James Investment Research reported no remaining Walker & Dunlop position as of Q2 2022 after selling out during the quarter.
James Investment Research sold 265 Walker & Dunlop shares in Q2 2022, an estimated $34K.
James Investment Research first reported a position in Walker & Dunlop in Q1 2017 and held it in 10 quarters.
James Investment Research's Walker & Dunlop position peaked at $2.92M in Q3 2017.
234 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2022.

Based on James Investment Research's 13F filing for Q2 2022, filed 1 Aug 2022.