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OAM
Oberweis Asset Management’s
Walker & Dunlop
WD
Stock Holding History
Oberweis Asset Management’s Portfolio
WD Stock Details
WD Fund Activity
Bought
Maintained
Sold
Shares
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
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Goldman Sachs
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$871B AUM
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1-Year Est. Return
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$156B AUM
27.51%
1-Year Est. Return
Northern Trust
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28.64%
1-Year Est. Return
Janus Henderson Group
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$209B AUM
37.72%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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