KWILP
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Kiwi Wealth Investments Limited Partnership’s Walker & Dunlop WD Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q1 		– Sell
-2,177
Closed -$328K – 269
2021
Q4 		$328K Hold
2,177
– – 0.02% 235
2021
Q3 		$247K Sell
2,177
-17,302
-89% -$1.81M 0.01% 232
2021
Q2 		$2.03M Buy
19,479
+4,272
+28% +$447K 0.11% 167
2021
Q1 		$1.56M Buy
+15,207
New +$1.48M 0.09% 165

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's WD Position: Q1 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Walker & Dunlop (WD) in Q1 2022, closing a stake of 2,177 shares — an estimated $328K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in WD in Q1 2021 and held it in 4 quarters. The position peaked at $2.03M in Q2 2021. 275 funds tracked by Wall St. Rank hold WD as of Q1 2022.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Walker & Dunlop position as of Q1 2022 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 2,177 Walker & Dunlop shares in Q1 2022, an estimated $328K.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Walker & Dunlop in Q1 2021 and held it in 4 quarters.
  • Kiwi Wealth Investments Limited Partnership's Walker & Dunlop position peaked at $2.03M in Q2 2021.
  • 275 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2022, filed 17 May 2022.