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

Prelude 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
2020 Q1	–	Sell	-1,028	Closed	-$66K	–	2088
2019 Q4	$66K	Buy	+1,028	New	+$65K	﹤0.01%	1252
2017 Q4	–	Sell	-1,200	Closed	-$63K	–	1752
2017 Q3	$63K	Buy	1,200 +900	+300%	+$43.9K	0.01%	1028
2017 Q2	$15K	Buy	+300	New	+$14K	﹤0.01%	1324
2016 Q1	–	Sell	-2,779	Closed	-$80K	–	1546
2015 Q4	$80K	Buy	+2,779	New	+$80.2K	0.01%	898
2015 Q3	–	Sell	-3,154	Closed	-$84K	–	1826
2015 Q2	$84K	Buy	+3,154	New	+$70K	0.01%	945
2015 Q1	–	Sell	-3,876	Closed	-$68K	–	2210
2014 Q4	$68K	Buy	3,876 +876	+29%	+$13.9K	0.01%	1157
2014 Q3	$40K	Hold	3,000	–	–	0.01%	1464
2014 Q2	$42K	Hold	3,000	–	–	0.01%	1439
2014 Q1	$49K	Hold	3,000	–	–	0.01%	1316
2013 Q4	$49K	Hold	3,000	–	–	0.01%	1048
2013 Q3	$48K	Sell	3,000 -18,061	-86%	-$298K	0.01%	928
2013 Q2	$369K	Buy	+21,061	New	+$381K	0.08%	313

Other funds holding WD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prelude Capital Management's WD Position: Q1 2020 in Review

Prelude Capital Management sold out of Walker & Dunlop (WD) in Q1 2020, closing a stake of 1,028 shares — an estimated $66K sold.

Prelude Capital Management first reported a position in WD in Q2 2013 and held it in 12 quarters. The position peaked at $369K in Q2 2013. 189 funds tracked by Wall St. Rank hold WD as of Q1 2020.

Prelude Capital Management reported no remaining Walker & Dunlop position as of Q1 2020 after selling out during the quarter.
Prelude Capital Management sold 1,028 Walker & Dunlop shares in Q1 2020, an estimated $66K.
Prelude Capital Management first reported a position in Walker & Dunlop in Q2 2013 and held it in 12 quarters.
Prelude Capital Management's Walker & Dunlop position peaked at $369K in Q2 2013.
189 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2020.

Based on Prelude Capital Management's 13F filing for Q1 2020, filed 15 May 2020.