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Schubert & Co’s Walker & Dunlop WD Stock Holding History

Schubert & Co’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
-12
Closed -$915 – 1499
2023
Q1 		$915 Buy
12
+1
+9% +$87 ﹤0.01% 1225
2022
Q4 		$863 Sell
11
-7
-39% -$588 ﹤0.01% 1231
2022
Q3 		$2K Buy
18
+2
+13% +$204 ﹤0.01% 933
2022
Q2 		$2K Buy
16
+7
+78% +$772 ﹤0.01% 911
2022
Q1 		$1K Buy
9
+1
+13% +$137 ﹤0.01% 971
2021
Q4 		$1K Buy
+8
New +$1.11K ﹤0.01% 916

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

Schubert & Co's WD Position: Q2 2023 in Review

Schubert & Co sold out of Walker & Dunlop (WD) in Q2 2023, closing a stake of 12 shares — an estimated $915 sold.

Schubert & Co first reported a position in WD in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 217 funds tracked by Wall St. Rank hold WD as of Q2 2023.

  • Schubert & Co reported no remaining Walker & Dunlop position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 12 Walker & Dunlop shares in Q2 2023, an estimated $915.
  • Schubert & Co first reported a position in Walker & Dunlop in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Walker & Dunlop position peaked at $2K in Q3 2022.
  • 217 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.