Paloma Partners’s Walker & Dunlop WD Stock Holding History

Paloma Partners’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	-2,424	Closed	-$314K	–	1793
2022 Q1	$314K	Buy	2,424 +51	+2%	+$7K	0.01%	1111
2021 Q4	$358K	Buy	+2,373	New	+$331K	0.01%	1308
2020 Q1	–	Sell	-4,101	Closed	-$266K	–	2140
2019 Q4	$266K	Buy	+4,101	New	+$259K	﹤0.01%	1828
2019 Q2	–	Sell	-4,973	Closed	-$253K	–	2230
2019 Q1	$253K	Buy	+4,973	New	+$253K	0.01%	1393
2018 Q2	–	Sell	-4,335	Closed	-$258K	–	2264
2018 Q1	$258K	Buy	+4,335	New	+$215K	﹤0.01%	1687
2017 Q3	–	Sell	-7,031	Closed	-$344K	–	2465
2017 Q2	$344K	Buy	+7,031	New	+$328K	﹤0.01%	1744
2016 Q4	–	Sell	-15,100	Closed	-$381K	–	2162
2016 Q3	$381K	Sell	15,100 -2,400	-14%	-$61K	﹤0.01%	1522
2016 Q2	$399K	Buy	+17,500	New	+$409K	﹤0.01%	1646

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Paloma Partners's WD Position: Q2 2022 in Review

Paloma Partners sold out of Walker & Dunlop (WD) in Q2 2022, closing a stake of 2,424 shares — an estimated $314K sold.

Paloma Partners first reported a position in WD in Q2 2016 and held it in 8 quarters. The position peaked at $399K in Q2 2016. 234 funds tracked by Wall St. Rank hold WD as of Q2 2022.

Paloma Partners reported no remaining Walker & Dunlop position as of Q2 2022 after selling out during the quarter.
Paloma Partners sold 2,424 Walker & Dunlop shares in Q2 2022, an estimated $314K.
Paloma Partners first reported a position in Walker & Dunlop in Q2 2016 and held it in 8 quarters.
Paloma Partners's Walker & Dunlop position peaked at $399K in Q2 2016.
234 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2022.

Based on Paloma Partners's 13F filing for Q2 2022, filed 15 Aug 2022.