Numeric Investors’s Walker & Dunlop WD Stock Holding History

Numeric Investors’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
2017 Q4	$1.65M	Buy	+34,700	New	+$1.77M	0.01%	668
2017 Q1	–	Sell	-157,300	Closed	-$4.91M	–	1164
2016 Q4	$4.91M	Buy	157,300 +131,400	+507%	+$3.68M	0.05%	332
2016 Q3	$654K	Buy	+25,900	New	+$658K	0.01%	719
2016 Q2	–	Sell	-416,079	Closed	-$10.1M	–	1182
2016 Q1	$10.1M	Sell	416,079 -76,035	-15%	-$1.8M	0.11%	198
2015 Q4	$14.2M	Buy	492,114 +27,827	+6%	+$803K	0.15%	149
2015 Q3	$12.1M	Sell	464,287 -244,754	-35%	-$6.12M	0.14%	141
2015 Q2	$19M	Buy	709,041 +218,336	+44%	+$4.85M	0.22%	102
2015 Q1	$8.7M	Buy	490,705 +184,824	+60%	+$3.14M	0.11%	192
2014 Q4	$5.37M	Buy	+305,881	New	+$4.86M	0.07%	220

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Numeric Investors's WD Position: Q4 2017 in Review

Numeric Investors opened a new position in Walker & Dunlop (WD) in Q4 2017: 34,700 shares worth $1.65M. The stake represents 0.01% of the portfolio and ranks #668 among its holdings. This is a return to the name: Numeric Investors previously reported a position in WD as recently as Q4 2016.

Numeric Investors first reported a position in WD in Q4 2014 and has held it in 9 quarters since. The position peaked at $19M in Q2 2015. 191 funds tracked by Wall St. Rank hold WD as of Q4 2017.

Numeric Investors held 34,700 shares of Walker & Dunlop worth $1.65M as of Q4 2017.
Walker & Dunlop was a new Numeric Investors position in Q4 2017.
Walker & Dunlop made up 0.01% of Numeric Investors's portfolio in Q4 2017, its #668 holding.
Numeric Investors first reported a position in Walker & Dunlop in Q4 2014 and has held it in 9 quarters since.
Numeric Investors's Walker & Dunlop position peaked at $19M in Q2 2015.
191 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.