MFW
WD icon

Meristem Family Wealth’s Walker & Dunlop WD Stock Holding History

Meristem Family Wealth’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
Q1 		$638K Hold
4,932
– – 0.07% 163
2021
Q4 		$744K Hold
4,932
– – 0.06% 173
2021
Q3 		$560K Hold
4,932
– – 0.05% 208
2021
Q2 		$515K Buy
4,932
+1,237
+33% +$130K 0.08% 166
2021
Q1 		$380K Hold
3,695
– – 0.08% 155
2020
Q4 		$340K Buy
+3,695
New +$274K 0.07% 159

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Meristem Family Wealth's WD Position: Q1 2022 in Review

Meristem Family Wealth held its Walker & Dunlop (WD) position steady in Q1 2022 at 4,932 shares worth $638K. The position accounts for 0.07% of the portfolio, ranked #163.

Meristem Family Wealth first reported a position in WD in Q4 2020 and has held it in 6 quarters since. The position peaked at $744K in Q4 2021. 275 funds tracked by Wall St. Rank hold WD as of Q1 2022.

  • Meristem Family Wealth held 4,932 shares of Walker & Dunlop worth $638K as of Q1 2022.
  • Meristem Family Wealth left its Walker & Dunlop share count unchanged in Q1 2022.
  • Walker & Dunlop made up 0.07% of Meristem Family Wealth's portfolio in Q1 2022, its #163 holding.
  • Meristem Family Wealth first reported a position in Walker & Dunlop in Q4 2020 and has held it in 6 quarters since.
  • Meristem Family Wealth's Walker & Dunlop position peaked at $744K in Q4 2021.
  • 275 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.