Monarch Partners Asset Management’s Walker & Dunlop WD Stock Holding History

Monarch Partners 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
2022 Q2	–	Sell	-25,154	Closed	-$3.25M	–	183
2022 Q1	$3.25M	Buy	25,154 +1,633	+7%	+$224K	0.73%	56
2021 Q4	$3.55M	Buy	+23,521	New	+$3.28M	0.72%	54
2015 Q4	–	Sell	-12,000	Closed	-$313K	–	184
2015 Q3	$313K	Buy	12,000 +2,700	+29%	+$67.5K	0.04%	136
2015 Q2	$249K	Buy	+9,300	New	+$207K	0.03%	148
2014 Q1	–	Sell	-60,331	Closed	-$976K	–	140
2013 Q4	$976K	Buy	+60,331	New	+$865K	0.36%	112

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Monarch Partners Asset Management's WD Position: Q2 2022 in Review

Monarch Partners Asset Management sold out of Walker & Dunlop (WD) in Q2 2022, closing a stake of 25,154 shares — an estimated $3.25M sold.

Monarch Partners Asset Management first reported a position in WD in Q4 2013 and held it in 5 quarters. The position peaked at $3.55M in Q4 2021. 234 funds tracked by Wall St. Rank hold WD as of Q2 2022.

Monarch Partners Asset Management reported no remaining Walker & Dunlop position as of Q2 2022 after selling out during the quarter.
Monarch Partners Asset Management sold 25,154 Walker & Dunlop shares in Q2 2022, an estimated $3.25M.
Monarch Partners Asset Management first reported a position in Walker & Dunlop in Q4 2013 and held it in 5 quarters.
Monarch Partners Asset Management's Walker & Dunlop position peaked at $3.55M in Q4 2021.
234 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2022.

Based on Monarch Partners Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.