PM
WD icon

Precept Management’s Walker & Dunlop WD Stock Holding History

Precept 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
2022
Q3 		– Sell
-15,000
Closed -$1.45M – 29
2022
Q2 		$1.45M Buy
+15,000
New +$1.65M 3.24% 11
2021
Q3 		– Sell
-10,000
Closed -$1.04M – 111
2021
Q2 		$1.04M Buy
+10,000
New +$1.05M 0.44% 46

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

Precept Management's WD Position: Q4 2022 in Review

Precept Management sold out of Walker & Dunlop (WD) in Q4 2022, closing a stake of 10,200 shares — an estimated $854K sold.

Precept Management first reported a position in WD in Q3 2019 and held it in 13 quarters. The position peaked at $5.95M in Q1 2022. 226 funds tracked by Wall St. Rank hold WD as of Q4 2022.

  • Precept Management reported no remaining Walker & Dunlop position as of Q4 2022 after selling out during the quarter.
  • Precept Management sold 10,200 Walker & Dunlop shares in Q4 2022, an estimated $854K.
  • Precept Management first reported a position in Walker & Dunlop in Q3 2019 and held it in 13 quarters.
  • Precept Management's Walker & Dunlop position peaked at $5.95M in Q1 2022.
  • 226 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2022.

Based on Precept Management's 13F filing for Q4 2022, filed 14 Feb 2023.