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Nalls Sherbakoff Group’s Walker & Dunlop WD Stock Holding History

Nalls Sherbakoff 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
2023
Q4 		$792 Sell
7
-6
-46% -$493 ﹤0.01% 402
2023
Q3 		$969 Hold
13
– – ﹤0.01% 399
2023
Q2 		$940 Hold
13
– – ﹤0.01% 415
2023
Q1 		$957 Buy
+13
New +$1.13K ﹤0.01% 442

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Nalls Sherbakoff Group's WD Position: Q4 2023 in Review

Nalls Sherbakoff Group reduced its Walker & Dunlop (WD) stake by 46% in Q4 2023, selling an estimated $493 and leaving 7 shares worth $792. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Nalls Sherbakoff Group first reported a position in WD in Q1 2023 and has held it in 4 quarters since. The position peaked at $969 in Q3 2023. 253 funds tracked by Wall St. Rank hold WD as of Q4 2023.

  • Nalls Sherbakoff Group held 7 shares of Walker & Dunlop worth $792 as of Q4 2023.
  • Nalls Sherbakoff Group sold 6 Walker & Dunlop shares in Q4 2023, an estimated $493.
  • Walker & Dunlop made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #402 holding.
  • Nalls Sherbakoff Group first reported a position in Walker & Dunlop in Q1 2023 and has held it in 4 quarters since.
  • Nalls Sherbakoff Group's Walker & Dunlop position peaked at $969 in Q3 2023.
  • 253 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.