Kennedy Capital Management’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,166
| Closed | -$646K | – | 717 |
|
|
2023
Q2 | $646K | Sell |
8,166
-1,728
| -17% | -$125K | 0.02% | 588 |
|
|
2023
Q1 | $754K | Hold |
9,894
| – | – | 0.02% | 515 |
|
|
2022
Q4 | $776K | Sell |
9,894
-8
| -0.1% | -$672 | 0.02% | 513 |
|
|
2022
Q3 | $829K | Buy |
9,902
+104
| +1% | +$10.6K | 0.02% | 506 |
|
|
2022
Q2 | $944K | Buy |
9,798
+64
| +0.7% | +$7.06K | 0.03% | 484 |
|
|
2022
Q1 | $1.26M | Buy |
9,734
+2,115
| +28% | +$290K | 0.03% | 471 |
|
|
2021
Q4 | $1.15M | Sell |
7,619
-1,474
| -16% | -$205K | 0.02% | 498 |
|
|
2021
Q3 | $1.03M | Sell |
9,093
-825
| -8% | -$86.4K | 0.02% | 525 |
|
|
2021
Q2 | $1.03M | Sell |
9,918
-7,360
| -43% | -$771K | 0.02% | 519 |
|
|
2021
Q1 | $1.77M | Sell |
17,278
-4,019
| -19% | -$390K | 0.04% | 520 |
|
|
2020
Q4 | $1.96M | Sell |
21,297
-7,197
| -25% | -$533K | 0.04% | 505 |
|
|
2020
Q3 | $1.51M | Sell |
28,494
-37,931
| -57% | -$1.99M | 0.04% | 514 |
|
|
2020
Q2 | $3.38M | Buy |
66,425
+18,189
| +38% | +$744K | 0.1% | 395 |
|
|
2020
Q1 | $1.94M | Buy |
48,236
+1,533
| +3% | +$96.6K | 0.07% | 467 |
|
|
2019
Q4 | $3.02M | Sell |
46,703
-125,330
| -73% | -$7.93M | 0.07% | 472 |
|
|
2019
Q3 | $9.62M | Sell |
172,033
-2,313
| -1% | -$130K | 0.24% | 121 |
|
|
2019
Q2 | $9.28M | Sell |
174,346
-4,615
| -3% | -$244K | 0.22% | 145 |
|
|
2019
Q1 | $9.11M | Sell |
178,961
-8,393
| -4% | -$426K | 0.22% | 148 |
|
|
2018
Q4 | $8.1M | Sell |
187,354
-13,301
| -7% | -$611K | 0.2% | 157 |
|
|
2018
Q3 | $10.6M | Sell |
200,655
-20,197
| -9% | -$1.12M | 0.2% | 163 |
|
|
2018
Q2 | $12.3M | Sell |
220,852
-48,779
| -18% | -$2.81M | 0.23% | 115 |
|
|
2018
Q1 | $16M | Sell |
269,631
-13,364
| -5% | -$663K | 0.31% | 63 |
|
|
2017
Q4 | $13.4M | Buy |
282,995
+40,445
| +17% | +$2.06M | 0.24% | 116 |
|
|
2017
Q3 | $12.7M | Sell |
242,550
-22,553
| -9% | -$1.1M | 0.23% | 126 |
|
|
2017
Q2 | $12.9M | Sell |
265,103
-63,850
| -19% | -$2.98M | 0.25% | 114 |
|
|
2017
Q1 | $13.7M | Sell |
328,953
-26,131
| -7% | -$963K | 0.24% | 121 |
|
|
2016
Q4 | $11.1M | Buy |
355,084
+19,883
| +6% | +$557K | 0.19% | 162 |
|
|
2016
Q3 | $8.47M | Buy |
335,201
+2,596
| +0.8% | +$66K | 0.16% | 218 |
|
|
2016
Q2 | $7.58M | Buy |
332,605
+42,005
| +14% | +$982K | 0.15% | 239 |
|
|
2016
Q1 | $7.05M | Buy |
290,600
+51,059
| +21% | +$1.21M | 0.14% | 249 |
|
|
2015
Q4 | $6.9M | Sell |
239,541
-194,840
| -45% | -$5.62M | 0.14% | 263 |
|
|
2015
Q3 | $11.3M | Sell |
434,381
-7,078
| -2% | -$177K | 0.23% | 121 |
|
|
2015
Q2 | $11.8M | Sell |
441,459
-15,414
| -3% | -$342K | 0.21% | 139 |
|
|
2015
Q1 | $8.1M | Buy |
456,873
+85,230
| +23% | +$1.45M | 0.14% | 260 |
|
|
2014
Q4 | $6.52M | Sell |
371,643
-10,902
| -3% | -$173K | 0.12% | 315 |
|
|
2014
Q3 | $5.08M | Sell |
382,545
-59,618
| -13% | -$827K | 0.1% | 366 |
|
|
2014
Q2 | $6.24M | Sell |
442,163
-19,817
| -4% | -$303K | 0.12% | 330 |
|
|
2014
Q1 | $7.55M | Sell |
461,980
-118,199
| -20% | -$1.85M | 0.14% | 278 |
|
|
2013
Q4 | $9.38M | Buy |
580,179
+4,002
| +0.7% | +$57.4K | 0.17% | 224 |
|
|
2013
Q3 | $9.17M | Buy |
576,177
+68,622
| +14% | +$1.13M | 0.18% | 202 |
|
|
2013
Q2 | $8.88M | Buy |
+507,555
| New | +$9.19M | 0.18% | 202 |
|
Other funds holding WD
Kennedy Capital Management's WD Position: Q3 2023 in Review
Kennedy Capital Management sold out of Walker & Dunlop (WD) in Q3 2023, closing a stake of 8,166 shares — an estimated $646K sold.
Kennedy Capital Management first reported a position in WD in Q2 2013 and held it in 41 quarters. The position peaked at $16M in Q1 2018. 217 funds tracked by Wall St. Rank hold WD as of Q3 2023.
- Kennedy Capital Management reported no remaining Walker & Dunlop position as of Q3 2023 after selling out during the quarter.
- Kennedy Capital Management sold 8,166 Walker & Dunlop shares in Q3 2023, an estimated $646K.
- Kennedy Capital Management first reported a position in Walker & Dunlop in Q2 2013 and held it in 41 quarters.
- Kennedy Capital Management's Walker & Dunlop position peaked at $16M in Q1 2018.
- 217 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2023.
Based on Kennedy Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.