Lyon Street Capital’s Walker & Dunlop WD Stock Holding History

Lyon Street Capital’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
2022 Q1	$1.03M	Sell	8,000 -3,700	-32%	-$508K	1.54%	19
2021 Q4	$1.76M	Buy	+11,700	New	+$1.63M	1.76%	2
2020 Q3	$765K	Sell	14,425 -4,833	-25%	-$254K	2.28%	14
2020 Q2	$978K	Sell	19,258 -10,688	-36%	-$437K	1.96%	17
2020 Q1	$1.21M	Buy	29,946 +13,924	+87%	+$877K	1.92%	22
2019 Q4	$1.04M	Buy	+16,022	New	+$1.01M	1.76%	30

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

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

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

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

Lyon Street Capital's WD Position: Q1 2022 in Review

Lyon Street Capital reduced its Walker & Dunlop (WD) stake by 32% in Q1 2022, selling an estimated $508K and leaving 8,000 shares worth $1.03M. The position accounts for 1.54% of the portfolio, ranked #19.

Lyon Street Capital first reported a position in WD in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.76M in Q4 2021. 275 funds tracked by Wall St. Rank hold WD as of Q1 2022.

Lyon Street Capital held 8,000 shares of Walker & Dunlop worth $1.03M as of Q1 2022.
Lyon Street Capital sold 3,700 Walker & Dunlop shares in Q1 2022, an estimated $508K.
Walker & Dunlop made up 1.54% of Lyon Street Capital's portfolio in Q1 2022, its #19 holding.
Lyon Street Capital first reported a position in Walker & Dunlop in Q4 2019 and has held it in 6 quarters since.
Lyon Street Capital's Walker & Dunlop position peaked at $1.76M in Q4 2021.
275 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2022.

Based on Lyon Street Capital's 13F filing for Q1 2022, filed 16 May 2022.