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

Martingale 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
2020 Q2	–	Sell	-8,165	Closed	-$329K	–	1080
2020 Q1	$329K	Buy	+8,165	New	+$514K	﹤0.01%	876
2019 Q1	–	Sell	-22,106	Closed	-$957K	–	1061
2018 Q4	$957K	Sell	22,106 -49,129	-69%	-$2.26M	0.01%	738
2018 Q3	$3.77M	Buy	71,235 +8,204	+13%	+$456K	0.04%	390
2018 Q2	$3.51M	Buy	63,031 +26,504	+73%	+$1.53M	0.04%	401
2018 Q1	$2.17M	Buy	+36,527	New	+$1.81M	0.03%	511
2017 Q4	–	Sell	-56,916	Closed	-$2.98M	–	998
2017 Q3	$2.98M	Buy	+56,916	New	+$2.78M	0.04%	462
2017 Q2	–	Sell	-29,323	Closed	-$1.22M	–	998
2017 Q1	$1.22M	Buy	+29,323	New	+$1.08M	0.02%	670
2014 Q3	–	Sell	-83,787	Closed	-$1.18M	–	906
2014 Q2	$1.18M	Buy	83,787 +1,750	+2%	+$26.7K	0.04%	461
2014 Q1	$1.34M	Buy	82,037 +56,473	+221%	+$885K	0.05%	389
2013 Q4	$414K	Buy	+25,564	New	+$366K	0.01%	817

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Martingale Asset Management's WD Position: Q2 2020 in Review

Martingale Asset Management sold out of Walker & Dunlop (WD) in Q2 2020, closing a stake of 8,165 shares — an estimated $329K sold.

Martingale Asset Management first reported a position in WD in Q4 2013 and held it in 10 quarters. The position peaked at $3.77M in Q3 2018. 184 funds tracked by Wall St. Rank hold WD as of Q2 2020.

Martingale Asset Management reported no remaining Walker & Dunlop position as of Q2 2020 after selling out during the quarter.
Martingale Asset Management sold 8,165 Walker & Dunlop shares in Q2 2020, an estimated $329K.
Martingale Asset Management first reported a position in Walker & Dunlop in Q4 2013 and held it in 10 quarters.
Martingale Asset Management's Walker & Dunlop position peaked at $3.77M in Q3 2018.
184 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2020.

Based on Martingale Asset Management's 13F filing for Q2 2020, filed 10 Aug 2020.