Kowal Investment Group’s Walker & Dunlop WD Stock Holding History

Kowal Investment 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
2021 Q4	–	Sell	-121	Closed	-$14K	–	937
2021 Q3	$14K	Buy	+121	New	+$12.7K	﹤0.01%	459

Other funds holding WD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kowal Investment Group's WD Position: Q4 2021 in Review

Kowal Investment Group sold out of Walker & Dunlop (WD) in Q4 2021, closing a stake of 121 shares — an estimated $14K sold.

Kowal Investment Group first reported a position in WD in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 271 funds tracked by Wall St. Rank hold WD as of Q4 2021.

Kowal Investment Group reported no remaining Walker & Dunlop position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 121 Walker & Dunlop shares in Q4 2021, an estimated $14K.
Kowal Investment Group first reported a position in Walker & Dunlop in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Walker & Dunlop position peaked at $14K in Q3 2021.
271 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.