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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
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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return