Miller Value Partners’s Walker & Dunlop WD Stock Holding History

Miller Value Partners’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 Q1	–	Sell	-148,000	Closed	-$9.57M	–	89
2019 Q4	$9.57M	Hold	148,000	–	–	0.34%	44
2019 Q3	$8.28M	Sell	148,000 -52,000	-26%	-$2.92M	0.33%	44
2019 Q2	$10.6M	Hold	200,000	–	–	0.4%	42
2019 Q1	$10.2M	Hold	200,000	–	–	0.4%	43
2018 Q4	$8.65M	Hold	200,000	–	–	0.39%	43
2018 Q3	$10.6M	Hold	200,000	–	–	0.34%	43
2018 Q2	$11.1M	Hold	200,000	–	–	0.42%	40
2018 Q1	$11.9M	Hold	200,000	–	–	0.5%	40
2017 Q4	$9.5M	Buy	+200,000	New	+$10.2M	0.4%	39

Other funds holding WD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Miller Value Partners's WD Position: Q1 2020 in Review

Miller Value Partners sold out of Walker & Dunlop (WD) in Q1 2020, closing a stake of 148,000 shares — an estimated $9.57M sold.

Miller Value Partners first reported a position in WD in Q4 2017 and held it in 9 quarters. The position peaked at $11.9M in Q1 2018. 190 funds tracked by Wall St. Rank hold WD as of Q1 2020.

Miller Value Partners reported no remaining Walker & Dunlop position as of Q1 2020 after selling out during the quarter.
Miller Value Partners sold 148,000 Walker & Dunlop shares in Q1 2020, an estimated $9.57M.
Miller Value Partners first reported a position in Walker & Dunlop in Q4 2017 and held it in 9 quarters.
Miller Value Partners's Walker & Dunlop position peaked at $11.9M in Q1 2018.
190 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2020.

Based on Miller Value Partners's 13F filing for Q1 2020, filed 15 May 2020.