P2P
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Phase 2 Partners’s Walker & Dunlop WD Stock Holding History

Phase 2 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
Q4 		– Sell
-82,346
Closed -$6.89M – 25
2022
Q3 		$6.89M Buy
82,346
+15,899
+24% +$1.62M 3.27% 18
2022
Q2 		$6.4M Buy
+66,447
New +$7.33M 3.29% 17

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Phase 2 Partners's WD Position: Q4 2022 in Review

Phase 2 Partners sold out of Walker & Dunlop (WD) in Q4 2022, closing a stake of 82,346 shares — an estimated $6.89M sold.

Phase 2 Partners first reported a position in WD in Q2 2022 and held it in 2 quarters. The position peaked at $6.89M in Q3 2022. 226 funds tracked by Wall St. Rank hold WD as of Q4 2022.

  • Phase 2 Partners reported no remaining Walker & Dunlop position as of Q4 2022 after selling out during the quarter.
  • Phase 2 Partners sold 82,346 Walker & Dunlop shares in Q4 2022, an estimated $6.89M.
  • Phase 2 Partners first reported a position in Walker & Dunlop in Q2 2022 and held it in 2 quarters.
  • Phase 2 Partners's Walker & Dunlop position peaked at $6.89M in Q3 2022.
  • 226 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2022.

Based on Phase 2 Partners's 13F filing for Q4 2022, filed 14 Feb 2023.