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Pictet Asset Management (Switzerland)’s Walker & Dunlop WD Stock Holding History

Pictet Asset Management (Switzerland)’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
2023
Q2 		$283K Hold
3,572
– – ﹤0.01% 1540
2023
Q1 		$272K Hold
3,572
– – ﹤0.01% 1556
2022
Q4 		$280K Buy
+3,572
New +$300K ﹤0.01% 1527
2022
Q2 		– Sell
-1,713
Closed -$222K – 1695
2022
Q1 		$222K Hold
1,713
– – ﹤0.01% 1511
2021
Q4 		$258K Sell
1,713
-327
-16% -$45.6K ﹤0.01% 1476
2021
Q3 		$232K Buy
+2,040
New +$214K ﹤0.01% 1543

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 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s WD Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) held its Walker & Dunlop (WD) position steady in Q2 2023 at 3,572 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Pictet Asset Management (Switzerland) first reported a position in WD in Q3 2021 and has held it in 6 quarters since. 217 funds tracked by Wall St. Rank hold WD as of Q2 2023.

  • Pictet Asset Management (Switzerland) held 3,572 shares of Walker & Dunlop worth $283K as of Q2 2023.
  • Pictet Asset Management (Switzerland) left its Walker & Dunlop share count unchanged in Q2 2023.
  • Walker & Dunlop made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1540 holding.
  • Pictet Asset Management (Switzerland) first reported a position in Walker & Dunlop in Q3 2021 and has held it in 6 quarters since.
  • 217 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.