Oberweis Asset Management’s Walker & Dunlop WD Stock Holding History

Oberweis 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
2020 Q2	–	Sell	-7,686	Closed	-$310K	–	181
2020 Q1	$310K	Sell	7,686 -1,300	-14%	-$81.9K	0.17%	126
2019 Q4	$581K	Sell	8,986 -1,300	-13%	-$82.2K	0.19%	133
2019 Q3	$575K	Hold	10,286	–	–	0.13%	134
2019 Q2	$547K	Buy	10,286 +300	+3%	+$15.9K	0.1%	137
2019 Q1	$508K	Buy	+9,986	New	+$507K	0.1%	139
2018 Q4	–	Sell	-6,286	Closed	-$332K	–	220
2018 Q3	$332K	Hold	6,286	–	–	0.06%	179
2018 Q2	$350K	Sell	6,286 -13,480	-68%	-$777K	0.09%	185
2018 Q1	$1.17M	Buy	19,766 +11,966	+153%	+$594K	0.31%	75
2017 Q4	$371K	Sell	7,800 -1,200	-13%	-$61.2K	0.09%	189
2017 Q3	$471K	Sell	9,000 -1,500	-14%	-$73.1K	0.13%	116
2017 Q2	$513K	Sell	10,500 -1,100	-9%	-$51.3K	0.14%	106
2017 Q1	$484K	Buy	+11,600	New	+$428K	0.14%	103
2016 Q1	–	Sell	-121,640	Closed	-$3.5M	–	197
2015 Q4	$3.5M	Buy	+121,640	New	+$3.51M	0.98%	33

Other funds holding WD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oberweis Asset Management's WD Position: Q2 2020 in Review

Oberweis Asset Management sold out of Walker & Dunlop (WD) in Q2 2020, closing a stake of 7,686 shares — an estimated $310K sold.

Oberweis Asset Management first reported a position in WD in Q4 2015 and held it in 13 quarters. The position peaked at $3.5M in Q4 2015. 184 funds tracked by Wall St. Rank hold WD as of Q2 2020.

Oberweis Asset Management reported no remaining Walker & Dunlop position as of Q2 2020 after selling out during the quarter.
Oberweis Asset Management sold 7,686 Walker & Dunlop shares in Q2 2020, an estimated $310K.
Oberweis Asset Management first reported a position in Walker & Dunlop in Q4 2015 and held it in 13 quarters.
Oberweis Asset Management's Walker & Dunlop position peaked at $3.5M in Q4 2015.
184 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2020.

Based on Oberweis Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.