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Piermont Capital Management’s Walker & Dunlop WD Stock Holding History

Piermont Capital Management’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
2018
Q4 		$2.32M Buy
53,559
+10,009
+23% +$460K 1.1% 38
2018
Q3 		$2.3M Sell
43,550
-2,350
-5% -$131K 0.92% 60
2018
Q2 		$2.55M Buy
+45,900
New +$2.65M 0.78% 50

Other funds holding WD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Piermont Capital Management's WD Position: Q4 2018 in Review

Piermont Capital Management increased its Walker & Dunlop (WD) stake by 23% in Q4 2018, buying an estimated $460K and bringing the position to 53,559 shares worth $2.32M. The position accounts for 1.1% of the portfolio, ranked #38.

Piermont Capital Management first reported a position in WD in Q2 2018 and has held it in 3 quarters since. The position peaked at $2.55M in Q2 2018. 187 funds tracked by Wall St. Rank hold WD as of Q4 2018.

  • Piermont Capital Management held 53,559 shares of Walker & Dunlop worth $2.32M as of Q4 2018.
  • Piermont Capital Management bought 10,009 Walker & Dunlop shares in Q4 2018, an estimated $460K.
  • Walker & Dunlop made up 1.1% of Piermont Capital Management's portfolio in Q4 2018, its #38 holding.
  • Piermont Capital Management first reported a position in Walker & Dunlop in Q2 2018 and has held it in 3 quarters since.
  • Piermont Capital Management's Walker & Dunlop position peaked at $2.55M in Q2 2018.
  • 187 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2018.

Based on Piermont Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.