Sageworth Trust Company of South Dakota’s Walker & Dunlop WD Stock Holding History

Sageworth Trust Company of South Dakota’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	–	Sell	-29	Closed	-$2.21K	–	207
2023 Q1	$2.21K	Hold	29	–	–	0.01%	187
2022 Q4	$2K	Hold	29	–	–	﹤0.01%	218
2022 Q3	$2K	Sell	29 -20	-41%	-$2.04K	﹤0.01%	203
2022 Q2	$5K	Sell	49 -62	-56%	-$6.84K	0.01%	236
2022 Q1	$14K	Hold	111	–	–	0.03%	155
2021 Q4	$17K	Buy	+111	New	+$15.5K	0.03%	257

Other funds holding WD

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sageworth Trust Company of South Dakota's WD Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of Walker & Dunlop (WD) in Q2 2023, closing a stake of 29 shares — an estimated $2.21K sold.

Sageworth Trust Company of South Dakota first reported a position in WD in Q4 2021 and held it in 6 quarters. The position peaked at $17K in Q4 2021. 217 funds tracked by Wall St. Rank hold WD as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining Walker & Dunlop position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 29 Walker & Dunlop shares in Q2 2023, an estimated $2.21K.
Sageworth Trust Company of South Dakota first reported a position in Walker & Dunlop in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's Walker & Dunlop position peaked at $17K in Q4 2021.
217 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.