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LS Investment Advisors’s Walker & Dunlop WD Stock Holding History

LS Investment Advisors’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
Q2 		– Sell
-2,023
Closed -$208K – 722
2021
Q1 		$208K Buy
+2,023
New +$197K 0.01% 756
2020
Q3 		– Sell
-3,001
Closed -$152K – 1462
2020
Q2 		$152K Hold
3,001
– – 0.01% 839
2020
Q1 		$121K Hold
3,001
– – 0.01% 833
2019
Q4 		$194K Buy
3,001
+2,152
+253% +$136K 0.01% 831
2019
Q3 		$47K Hold
849
– – ﹤0.01% 1321
2019
Q2 		$45K Hold
849
– – ﹤0.01% 1339
2019
Q1 		$43K Buy
849
+27
+3% +$1.37K ﹤0.01% 1335
2018
Q4 		$36K Sell
822
-3,036
-79% -$140K ﹤0.01% 1359
2018
Q3 		$204K Sell
3,858
-890
-19% -$49.4K 0.01% 841
2018
Q2 		$264K Buy
4,748
+28
+0.6% +$1.61K 0.02% 755
2018
Q1 		$280K Sell
4,720
-146
-3% -$7.24K 0.02% 714
2017
Q4 		$231K Buy
4,866
+782
+19% +$39.9K 0.01% 823
2017
Q3 		$214K Buy
4,084
+919
+29% +$44.8K 0.01% 898
2017
Q2 		$155K Buy
3,165
+47
+2% +$2.19K 0.01% 987
2017
Q1 		$130K Buy
3,118
+2,175
+231% +$80.2K 0.01% 1028
2016
Q4 		$29K Hold
943
– – ﹤0.01% 1459
2016
Q3 		$24K Hold
943
– – ﹤0.01% 1466
2016
Q2 		$21K Buy
943
+73
+8% +$1.71K ﹤0.01% 1486
2016
Q1 		$21K Hold
870
– – ﹤0.01% 1459
2015
Q4 		$25K Hold
870
– – ﹤0.01% 1415
2015
Q3 		$23K Hold
870
– – ﹤0.01% 1442
2015
Q2 		$23K Buy
+870
New +$19.3K ﹤0.01% 1479

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 $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 $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LS Investment Advisors's WD Position: Q2 2021 in Review

LS Investment Advisors sold out of Walker & Dunlop (WD) in Q2 2021, closing a stake of 2,023 shares — an estimated $208K sold.

LS Investment Advisors first reported a position in WD in Q2 2015 and held it in 22 quarters. The position peaked at $280K in Q1 2018. 220 funds tracked by Wall St. Rank hold WD as of Q2 2021.

  • LS Investment Advisors reported no remaining Walker & Dunlop position as of Q2 2021 after selling out during the quarter.
  • LS Investment Advisors sold 2,023 Walker & Dunlop shares in Q2 2021, an estimated $208K.
  • LS Investment Advisors first reported a position in Walker & Dunlop in Q2 2015 and held it in 22 quarters.
  • LS Investment Advisors's Walker & Dunlop position peaked at $280K in Q1 2018.
  • 220 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2021.

Based on LS Investment Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.