LRI Investments’s Walker & Dunlop WD Stock Holding History

LRI Investments’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 Q3	–	Sell	-999	Closed	-$98.1K	–	1208
2024 Q2	$98.1K	Buy	+999	New	+$95.1K	0.01%	382

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

LRI Investments's WD Position: Q3 2024 in Review

LRI Investments sold out of Walker & Dunlop (WD) in Q3 2024, closing a stake of 999 shares — an estimated $98.1K sold.

LRI Investments first reported a position in WD in Q2 2024 and held it in 1 quarter. The position peaked at $98.1K in Q2 2024. 274 funds tracked by Wall St. Rank hold WD as of Q3 2024.

LRI Investments reported no remaining Walker & Dunlop position as of Q3 2024 after selling out during the quarter.
LRI Investments sold 999 Walker & Dunlop shares in Q3 2024, an estimated $98.1K.
LRI Investments first reported a position in Walker & Dunlop in Q2 2024 and held it in 1 quarter.
LRI Investments's Walker & Dunlop position peaked at $98.1K in Q2 2024.
274 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2024.

Based on LRI Investments's 13F filing for Q3 2024, filed 15 Nov 2024.