LSV Asset Management
WD icon

LSV Asset Management’s Walker & Dunlop WD Stock Holding History

LSV Asset Management’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
-46,800
Closed -$5.31M – 916
2021
Q3 		$5.31M Sell
46,800
-111,174
-70% -$11.6M 0.01% 536
2021
Q2 		$16.5M Sell
157,974
-32,081
-17% -$3.36M 0.03% 406
2021
Q1 		$19.5M Sell
190,055
-70,916
-27% -$6.89M 0.03% 379
2020
Q4 		$24M Sell
260,971
-76,010
-23% -$5.63M 0.04% 343
2020
Q3 		$17.9M Sell
336,981
-10,300
-3% -$540K 0.04% 342
2020
Q2 		$17.6M Buy
347,281
+17,100
+5% +$699K 0.04% 359
2020
Q1 		$13.3M Sell
330,181
-37,500
-10% -$2.36M 0.03% 366
2019
Q4 		$23.8M Buy
367,681
+59,800
+19% +$3.78M 0.04% 358
2019
Q3 		$17.2M Buy
307,881
+66,681
+28% +$3.74M 0.03% 392
2019
Q2 		$12.8M Buy
241,200
+57,700
+31% +$3.05M 0.02% 427
2019
Q1 		$9.34M Buy
183,500
+8,400
+5% +$427K 0.02% 480
2018
Q4 		$7.57M Hold
175,100
– – 0.01% 509
2018
Q3 		$9.26M Sell
175,100
-25,200
-13% -$1.4M 0.01% 511
2018
Q2 		$11.1M Buy
200,300
+12,800
+7% +$738K 0.02% 482
2018
Q1 		$11.1M Buy
187,500
+4,100
+2% +$203K 0.02% 468
2017
Q4 		$8.71M Buy
183,400
+11,100
+6% +$566K 0.01% 514
2017
Q3 		$9.02M Buy
172,300
+20,000
+13% +$975K 0.01% 504
2017
Q2 		$7.44M Sell
152,300
-12,700
-8% -$592K 0.01% 508
2017
Q1 		$6.88M Buy
165,000
+15,300
+10% +$564K 0.01% 511
2016
Q4 		$4.67M Buy
149,700
+39,200
+35% +$1.1M 0.01% 574
2016
Q3 		$2.79M Hold
110,500
– – 0.01% 627
2016
Q2 		$2.52M Sell
110,500
-4,300
-4% -$101K 0.01% 641
2016
Q1 		$2.79M Hold
114,800
– – 0.01% 610
2015
Q4 		$3.31M Buy
114,800
+33,400
+41% +$963K 0.01% 569
2015
Q3 		$2.12M Hold
81,400
– – ﹤0.01% 622
2015
Q2 		$2.18M Buy
81,400
+62,600
+333% +$1.39M ﹤0.01% 618
2015
Q1 		$333K Buy
18,800
+7,500
+66% +$127K ﹤0.01% 783
2014
Q4 		$198K Buy
+11,300
New +$180K ﹤0.01% 817

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management's WD Position: Q4 2021 in Review

LSV Asset Management sold out of Walker & Dunlop (WD) in Q4 2021, closing a stake of 46,800 shares — an estimated $5.31M sold.

LSV Asset Management first reported a position in WD in Q4 2014 and held it in 28 quarters. The position peaked at $24M in Q4 2020. 271 funds tracked by Wall St. Rank hold WD as of Q4 2021.

  • LSV Asset Management reported no remaining Walker & Dunlop position as of Q4 2021 after selling out during the quarter.
  • LSV Asset Management sold 46,800 Walker & Dunlop shares in Q4 2021, an estimated $5.31M.
  • LSV Asset Management first reported a position in Walker & Dunlop in Q4 2014 and held it in 28 quarters.
  • LSV Asset Management's Walker & Dunlop position peaked at $24M in Q4 2020.
  • 271 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2021.

Based on LSV Asset Management's 13F filing for Q4 2021, filed 28 Jan 2022.