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Shell Asset Management’s Walker & Dunlop WD Stock Holding History

Shell Asset 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
2023
Q1 		– Sell
-5,461
Closed -$429K – 1329
2022
Q4 		$429K Sell
5,461
-1,136
-17% -$95.4K 0.02% 607
2022
Q3 		$552K Sell
6,597
-1,727
-21% -$176K 0.02% 527
2022
Q2 		$802K Buy
8,324
+15
+0.2% +$1.66K 0.02% 491
2022
Q1 		$1.07M Sell
8,309
-1,229
-13% -$169K 0.03% 468
2021
Q4 		$1.44M Buy
9,538
+43
+0.5% +$5.99K 0.03% 438
2021
Q3 		$1.08M Sell
9,495
-410
-4% -$43K 0.02% 482
2021
Q2 		$1.03M Sell
9,905
-9,377
-49% -$982K 0.02% 552
2021
Q1 		$1.98M Sell
19,282
-110
-0.6% -$10.7K 0.04% 356
2020
Q4 		$1.78M Hold
19,392
– – 0.04% 402
2020
Q3 		$1.03M Hold
19,392
– – 0.02% 450
2020
Q2 		$985K Sell
19,392
-227
-1% -$9.28K 0.02% 439
2020
Q1 		$790K Sell
19,619
-300
-2% -$18.9K 0.02% 492
2019
Q4 		$1.29M Sell
19,919
-540
-3% -$34.2K 0.03% 462
2019
Q3 		$1.14M Sell
20,459
-177
-0.9% -$9.93K 0.03% 479
2019
Q2 		$1.1M Sell
20,636
-473
-2% -$25K 0.02% 511
2019
Q1 		$1.07M Hold
21,109
– – 0.02% 533
2018
Q4 		$913K Sell
21,109
-1,800
-8% -$82.7K 0.02% 560
2018
Q3 		$1.21M Hold
22,909
– – 0.02% 566
2018
Q2 		$1.27M Sell
22,909
-1,229
-5% -$70.8K 0.03% 544
2018
Q1 		$1.43M Hold
24,138
– – 0.03% 500
2017
Q4 		$1.15M Buy
24,138
+12,064
+100% +$615K 0.02% 608
2017
Q3 		$632K Buy
+12,074
New +$589K 0.01% 768

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shell Asset Management's WD Position: Q1 2023 in Review

Shell Asset Management sold out of Walker & Dunlop (WD) in Q1 2023, closing a stake of 5,461 shares — an estimated $429K sold.

Shell Asset Management first reported a position in WD in Q3 2017 and held it in 22 quarters. The position peaked at $1.98M in Q1 2021. 242 funds tracked by Wall St. Rank hold WD as of Q1 2023.

  • Shell Asset Management reported no remaining Walker & Dunlop position as of Q1 2023 after selling out during the quarter.
  • Shell Asset Management sold 5,461 Walker & Dunlop shares in Q1 2023, an estimated $429K.
  • Shell Asset Management first reported a position in Walker & Dunlop in Q3 2017 and held it in 22 quarters.
  • Shell Asset Management's Walker & Dunlop position peaked at $1.98M in Q1 2021.
  • 242 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2023.

Based on Shell Asset Management's 13F filing for Q1 2023, filed 15 May 2023.