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Parametric Portfolio Associates’s Walker & Dunlop WD Stock Holding History

Parametric Portfolio Associates’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
Q1 		$8.53M Sell
65,888
-8,395
-11% -$1.15M ﹤0.01% 1477
2021
Q4 		$11.2M Buy
74,283
+13,836
+23% +$1.93M 0.01% 1296
2021
Q3 		$6.86M Buy
60,447
+880
+1% +$92.2K ﹤0.01% 1615
2021
Q2 		$6.22M Buy
59,567
+3,275
+6% +$343K ﹤0.01% 1712
2021
Q1 		$5.78M Sell
56,292
-32,295
-36% -$3.14M ﹤0.01% 2062
2020
Q4 		$8.15M Sell
88,587
-6,168
-7% -$457K 0.01% 1731
2020
Q3 		$5.02M Buy
94,755
+5,807
+7% +$305K ﹤0.01% 1891
2020
Q2 		$4.52M Sell
88,948
-23,811
-21% -$974K ﹤0.01% 1943
2020
Q1 		$4.54M Buy
112,759
+8,110
+8% +$511K ﹤0.01% 1807
2019
Q4 		$6.77M Sell
104,649
-2,434
-2% -$154K ﹤0.01% 1825
2019
Q3 		$5.99M Buy
107,083
+8,231
+8% +$462K ﹤0.01% 1875
2019
Q2 		$5.26M Buy
98,852
+3,099
+3% +$164K ﹤0.01% 1977
2019
Q1 		$4.88M Buy
95,753
+9,146
+11% +$464K ﹤0.01% 2017
2018
Q4 		$3.75M Buy
86,607
+2,638
+3% +$121K ﹤0.01% 2118
2018
Q3 		$4.44M Sell
83,969
-3,363
-4% -$187K ﹤0.01% 2124
2018
Q2 		$4.86M Sell
87,332
-4,125
-5% -$238K ﹤0.01% 1988
2018
Q1 		$5.43M Buy
91,457
+3,390
+4% +$168K 0.01% 1826
2017
Q4 		$4.18M Sell
88,067
-33
-0% -$1.68K ﹤0.01% 2052
2017
Q3 		$4.61M Buy
88,100
+4,289
+5% +$209K 0.01% 1909
2017
Q2 		$4.09M Buy
83,811
+10,859
+15% +$506K ﹤0.01% 1957
2017
Q1 		$3.04M Buy
72,952
+6,110
+9% +$225K ﹤0.01% 2170
2016
Q4 		$2.08M Buy
66,842
+16,202
+32% +$454K ﹤0.01% 2342
2016
Q3 		$1.28M Sell
50,640
-13,220
-21% -$336K ﹤0.01% 2652
2016
Q2 		$1.46M Buy
63,860
+12,647
+25% +$296K ﹤0.01% 2556
2016
Q1 		$1.24M Buy
51,213
+6,775
+15% +$160K ﹤0.01% 2767
2015
Q4 		$1.28M Buy
44,438
+13,739
+45% +$396K ﹤0.01% 2590
2015
Q3 		$801K Buy
30,699
+21,562
+236% +$539K ﹤0.01% 2467
2015
Q2 		$244K Buy
+9,137
New +$203K ﹤0.01% 3678

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Parametric Portfolio Associates's WD Position: Q1 2022 in Review

Parametric Portfolio Associates reduced its Walker & Dunlop (WD) stake by 11% in Q1 2022, selling an estimated $1.15M and leaving 65,888 shares worth $8.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Parametric Portfolio Associates first reported a position in WD in Q2 2015 and has held it in 28 quarters since. The position peaked at $11.2M in Q4 2021. 275 funds tracked by Wall St. Rank hold WD as of Q1 2022.

  • Parametric Portfolio Associates held 65,888 shares of Walker & Dunlop worth $8.53M as of Q1 2022.
  • Parametric Portfolio Associates sold 8,395 Walker & Dunlop shares in Q1 2022, an estimated $1.15M.
  • Walker & Dunlop made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #1477 holding.
  • Parametric Portfolio Associates first reported a position in Walker & Dunlop in Q2 2015 and has held it in 28 quarters since.
  • Parametric Portfolio Associates's Walker & Dunlop position peaked at $11.2M in Q4 2021.
  • 275 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.