SCM
WD icon

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

Shelton 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
2022
Q2 		– Sell
-1,860
Closed -$241K – 809
2022
Q1 		$241K Hold
1,860
– – 0.01% 677
2021
Q4 		$281K Sell
1,860
-84
-4% -$11.7K 0.01% 596
2021
Q3 		$221K Hold
1,944
– – 0.01% 717
2021
Q2 		$203K Buy
+1,944
New +$204K 0.01% 799

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Shelton Capital Management's WD Position: Q2 2022 in Review

Shelton Capital Management sold out of Walker & Dunlop (WD) in Q2 2022, closing a stake of 1,860 shares — an estimated $241K sold.

Shelton Capital Management first reported a position in WD in Q2 2021 and held it in 4 quarters. The position peaked at $281K in Q4 2021. 234 funds tracked by Wall St. Rank hold WD as of Q2 2022.

  • Shelton Capital Management reported no remaining Walker & Dunlop position as of Q2 2022 after selling out during the quarter.
  • Shelton Capital Management sold 1,860 Walker & Dunlop shares in Q2 2022, an estimated $241K.
  • Shelton Capital Management first reported a position in Walker & Dunlop in Q2 2021 and held it in 4 quarters.
  • Shelton Capital Management's Walker & Dunlop position peaked at $281K in Q4 2021.
  • 234 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2022.

Based on Shelton Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.