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Jefferies Financial Group’s Walker & Dunlop WD Stock Holding History

Jefferies Financial Group’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
Q2 		– Sell
-2,111
Closed -$213K – 1914
2024
Q1 		$213K Sell
2,111
-6,158
-74% -$591K ﹤0.01% 1324
2023
Q4 		$918K Buy
+8,269
New +$679K 0.01% 992

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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jefferies Financial Group's WD Position: Q2 2024 in Review

Jefferies Financial Group sold out of Walker & Dunlop (WD) in Q2 2024, closing a stake of 2,111 shares — an estimated $213K sold.

Jefferies Financial Group first reported a position in WD in Q4 2023 and held it in 2 quarters. The position peaked at $918K in Q4 2023. 253 funds tracked by Wall St. Rank hold WD as of Q2 2024.

  • Jefferies Financial Group reported no remaining Walker & Dunlop position as of Q2 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 2,111 Walker & Dunlop shares in Q2 2024, an estimated $213K.
  • Jefferies Financial Group first reported a position in Walker & Dunlop in Q4 2023 and held it in 2 quarters.
  • Jefferies Financial Group's Walker & Dunlop position peaked at $918K in Q4 2023.
  • 253 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2024.

Based on Jefferies Financial Group's 13F filing for Q2 2024, filed 13 Aug 2024.