Macquarie Group’s Walker & Dunlop WD Stock Holding History

Macquarie Group’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 Q4	–	Sell	-996	Closed	-$93K	–	2142
2022 Q3	$93K	Sell	996 -113	-10%	-$11.5K	﹤0.01%	1787
2022 Q2	$107K	Hold	1,109	–	–	﹤0.01%	1855
2022 Q1	$144K	Buy	1,109 +117	+12%	+$16.1K	﹤0.01%	1866
2021 Q4	$149K	Sell	992 -71	-7%	-$9.89K	﹤0.01%	1832
2021 Q3	$121K	Hold	1,063	–	–	﹤0.01%	1926
2021 Q2	$111K	Hold	1,063	–	–	﹤0.01%	1944
2021 Q1	$109K	Sell	1,063 -849	-44%	-$82.5K	﹤0.01%	1883
2020 Q4	$176K	Hold	1,912	–	–	﹤0.01%	1708
2020 Q3	$101K	Hold	1,912	–	–	﹤0.01%	1782
2020 Q2	$97K	Sell	1,912 -588	-24%	-$24K	﹤0.01%	1758
2020 Q1	$101K	Hold	2,500	–	–	﹤0.01%	1635
2019 Q4	$162K	Hold	2,500	–	–	﹤0.01%	1668
2019 Q3	$140K	Buy	+2,500	New	+$140K	﹤0.01%	1672
2018 Q3	–	Sell	-300	Closed	-$17K	–	2282
2018 Q2	$17K	Sell	300 -1,200	-80%	-$69.2K	﹤0.01%	2080
2018 Q1	$89K	Buy	+1,500	New	+$74.4K	﹤0.01%	1894
2017 Q4	–	Sell	-4,800	Closed	-$251K	–	2453
2017 Q3	$251K	Buy	+4,800	New	+$234K	﹤0.01%	1683

Other funds holding WD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Macquarie Group's WD Position: Q4 2022 in Review

Macquarie Group sold out of Walker & Dunlop (WD) in Q4 2022, closing a stake of 996 shares — an estimated $93K sold.

Macquarie Group first reported a position in WD in Q3 2017 and held it in 16 quarters. The position peaked at $251K in Q3 2017. 225 funds tracked by Wall St. Rank hold WD as of Q4 2022.

Macquarie Group reported no remaining Walker & Dunlop position as of Q4 2022 after selling out during the quarter.
Macquarie Group sold 996 Walker & Dunlop shares in Q4 2022, an estimated $93K.
Macquarie Group first reported a position in Walker & Dunlop in Q3 2017 and held it in 16 quarters.
Macquarie Group's Walker & Dunlop position peaked at $251K in Q3 2017.
225 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2022.

Based on Macquarie Group's 13F filing for Q4 2022, filed 21 Feb 2023.