Mather Group’s Walker & Dunlop WD Stock Holding History

Mather 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
2024 Q3	–	Sell	-96	Closed	-$9.67K	–	2220
2024 Q2	$9.67K	Buy	+96	New	+$9.13K	﹤0.01%	1462

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Mather Group's WD Position: Q3 2024 in Review

Mather Group sold out of Walker & Dunlop (WD) in Q3 2024, closing a stake of 96 shares — an estimated $9.67K sold.

Mather Group first reported a position in WD in Q2 2024 and held it in 1 quarter. The position peaked at $9.67K in Q2 2024. 274 funds tracked by Wall St. Rank hold WD as of Q3 2024.

Mather Group reported no remaining Walker & Dunlop position as of Q3 2024 after selling out during the quarter.
Mather Group sold 96 Walker & Dunlop shares in Q3 2024, an estimated $9.67K.
Mather Group first reported a position in Walker & Dunlop in Q2 2024 and held it in 1 quarter.
Mather Group's Walker & Dunlop position peaked at $9.67K in Q2 2024.
274 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.