Lee Financial’s Walker & Dunlop WD Stock Holding History

Lee Financial’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 Q1	–	Sell	-1,183	Closed	-$131K	–	816
2023 Q4	$131K	Hold	1,183	–	–	0.02%	160
2023 Q3	$87.8K	Hold	1,183	–	–	0.02%	170
2023 Q2	$93.6K	Hold	1,183	–	–	0.02%	170
2023 Q1	$90.1K	Hold	1,183	–	–	0.02%	180
2022 Q4	$92.8K	Hold	1,183	–	–	0.02%	202
2022 Q3	$99K	Hold	1,183	–	–	0.02%	191
2022 Q2	$114K	Hold	1,183	–	–	0.02%	179
2022 Q1	$153K	Hold	1,183	–	–	0.03%	160
2021 Q4	$178K	Hold	1,183	–	–	0.03%	149
2021 Q3	$134K	Hold	1,183	–	–	0.03%	164
2021 Q2	$123K	Hold	1,183	–	–	0.03%	167
2021 Q1	$122K	Buy	+1,183	New	+$115K	0.03%	162
2020 Q4	–	Sell	-980	Closed	-$52K	–	553
2020 Q3	$52K	Hold	980	–	–	0.01%	226
2020 Q2	$50K	Buy	+980	New	+$40.1K	0.01%	209

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Lee Financial's WD Position: Q1 2024 in Review

Lee Financial sold out of Walker & Dunlop (WD) in Q1 2024, closing a stake of 1,183 shares — an estimated $131K sold.

Lee Financial first reported a position in WD in Q2 2020 and held it in 14 quarters. The position peaked at $178K in Q4 2021. 263 funds tracked by Wall St. Rank hold WD as of Q1 2024.

Lee Financial reported no remaining Walker & Dunlop position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 1,183 Walker & Dunlop shares in Q1 2024, an estimated $131K.
Lee Financial first reported a position in Walker & Dunlop in Q2 2020 and held it in 14 quarters.
Lee Financial's Walker & Dunlop position peaked at $178K in Q4 2021.
263 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.