Mackenzie Financial
WD icon

Mackenzie Financial’s Walker & Dunlop WD Stock Holding History

Mackenzie 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
2026
Q1 		– Sell
-6,192
Closed -$376K – 1769
2025
Q4 		$376K Sell
6,192
-7,249
-54% -$515K ﹤0.01% 1304
2025
Q3 		$1.12M Buy
13,441
+479
+4% +$38.6K ﹤0.01% 1037
2025
Q2 		$914K Buy
12,962
+3,270
+34% +$236K ﹤0.01% 1037
2025
Q1 		$827K Buy
9,692
+7,629
+370% +$683K ﹤0.01% 1031
2024
Q4 		$201K Sell
2,063
-3,531
-63% -$382K ﹤0.01% 1567
2024
Q3 		$635K Buy
+5,594
New +$585K ﹤0.01% 966
2024
Q1 		– Sell
-4,940
Closed -$548K – 1614
2023
Q4 		$548K Buy
+4,940
New +$406K ﹤0.01% 973
2023
Q2 		– Sell
-4,651
Closed -$354K – 1649
2023
Q1 		$354K Buy
+4,651
New +$403K ﹤0.01% 1126
2022
Q2 		– Sell
-1,659
Closed -$215K – 1556
2022
Q1 		$215K Buy
1,659
+88
+6% +$12.1K ﹤0.01% 1261
2021
Q4 		$237K Buy
+1,571
New +$219K ﹤0.01% 1254

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VCM
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Dimensional Fund Advisors
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T. Rowe Price Investment Management
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
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