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

Meeder 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
2023
Q2 		– Sell
-3,189
Closed -$243K – 612
2023
Q1 		$243K Sell
3,189
-7,008
-69% -$608K 0.02% 271
2022
Q4 		$800K Buy
10,197
+286
+3% +$24K 0.07% 211
2022
Q3 		$829K Buy
9,911
+1,936
+24% +$198K 0.05% 288
2022
Q2 		$767K Buy
7,975
+1,443
+22% +$159K 0.04% 309
2022
Q1 		$847K Buy
+6,532
New +$896K 0.04% 293
2021
Q4 		– Sell
-4,948
Closed -$561K – 2343
2021
Q3 		$561K Sell
4,948
-2,403
-33% -$252K 0.03% 395
2021
Q2 		$767K Buy
7,351
+1,855
+34% +$194K 0.04% 335
2021
Q1 		$564K Buy
5,496
+5,465
+17,629% +$531K 0.03% 417
2020
Q4 		$3K Sell
31
-9,511
-100% -$705K ﹤0.01% 1401
2020
Q3 		$505K Buy
9,542
+5,829
+157% +$306K 0.03% 358
2020
Q2 		$189K Sell
3,713
-5,210
-58% -$213K 0.01% 616
2020
Q1 		$360K Buy
8,923
+1,208
+16% +$76.1K 0.03% 415
2019
Q4 		$498K Sell
7,715
-3,424
-31% -$217K 0.03% 411
2019
Q3 		$623K Buy
11,139
+2,741
+33% +$154K 0.04% 363
2019
Q2 		$446K Sell
8,398
-388
-4% -$20.5K 0.03% 427
2019
Q1 		$448K Buy
8,786
+202
+2% +$10.3K 0.04% 389
2018
Q4 		$372K Sell
8,584
-817
-9% -$37.5K 0.03% 383
2018
Q3 		$498K Sell
9,401
-6,788
-42% -$377K 0.04% 356
2018
Q2 		$901K Buy
16,189
+13,788
+574% +$795K 0.08% 228
2018
Q1 		$143K Buy
2,401
+1,270
+112% +$63K 0.01% 495
2017
Q4 		$54K Sell
1,131
-2,517
-69% -$128K ﹤0.01% 674
2017
Q3 		$191K Buy
3,648
+1,019
+39% +$49.7K 0.02% 473
2017
Q2 		$128K Buy
2,629
+1,823
+226% +$85K 0.01% 526
2017
Q1 		$34K Buy
+806
New +$29.7K ﹤0.01% 655
2016
Q1 		– Sell
-4,434
Closed -$128K – 938
2015
Q4 		$128K Buy
+4,434
New +$128K 0.01% 601

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Meeder Asset Management's WD Position: Q2 2023 in Review

Meeder Asset Management sold out of Walker & Dunlop (WD) in Q2 2023, closing a stake of 3,189 shares — an estimated $243K sold.

Meeder Asset Management first reported a position in WD in Q4 2015 and held it in 25 quarters. The position peaked at $901K in Q2 2018. 217 funds tracked by Wall St. Rank hold WD as of Q2 2023.

  • Meeder Asset Management reported no remaining Walker & Dunlop position as of Q2 2023 after selling out during the quarter.
  • Meeder Asset Management sold 3,189 Walker & Dunlop shares in Q2 2023, an estimated $243K.
  • Meeder Asset Management first reported a position in Walker & Dunlop in Q4 2015 and held it in 25 quarters.
  • Meeder Asset Management's Walker & Dunlop position peaked at $901K in Q2 2018.
  • 217 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2023.

Based on Meeder Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.