Smith Group Asset Management’s Walker & Dunlop WD Stock Holding History

Smith Group 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
2021 Q2	–	Sell	-160	Closed	-$16K	–	391
2021 Q1	$16K	Sell	160 -4,380	-96%	-$426K	﹤0.01%	229
2020 Q4	$418K	Sell	4,540 -10	-0.2%	-$741	0.02%	147
2020 Q3	$241K	Sell	4,550 -3,000	-40%	-$157K	0.01%	161
2020 Q2	$384K	Sell	7,550 -100	-1%	-$4.09K	0.02%	143
2020 Q1	$308K	Sell	7,650 -310	-4%	-$19.5K	0.02%	144
2019 Q4	$515K	Sell	7,960 -300	-4%	-$19K	0.02%	145
2019 Q3	$462K	Sell	8,260 -20	-0.2%	-$1.12K	0.02%	149
2019 Q2	$441K	Sell	8,280 -10	-0.1%	-$529	0.01%	162
2019 Q1	$422K	Sell	8,290 -27,130	-77%	-$1.38M	0.01%	175
2018 Q4	$1.53M	Sell	35,420 -890	-2%	-$40.9K	0.05%	151
2018 Q3	$1.92M	Buy	36,310 +1,390	+4%	+$77.2K	0.05%	136
2018 Q2	$1.94M	Buy	34,920 +590	+2%	+$34K	0.06%	134
2018 Q1	$2.04M	Buy	34,330 +22,750	+196%	+$1.13M	0.07%	126
2017 Q4	$550K	Buy	+11,580	New	+$590K	0.02%	199

Other funds holding WD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Smith Group Asset Management's WD Position: Q2 2021 in Review

Smith Group Asset Management sold out of Walker & Dunlop (WD) in Q2 2021, closing a stake of 160 shares — an estimated $16K sold.

Smith Group Asset Management first reported a position in WD in Q4 2017 and held it in 14 quarters. The position peaked at $2.04M in Q1 2018. 220 funds tracked by Wall St. Rank hold WD as of Q2 2021.

Smith Group Asset Management reported no remaining Walker & Dunlop position as of Q2 2021 after selling out during the quarter.
Smith Group Asset Management sold 160 Walker & Dunlop shares in Q2 2021, an estimated $16K.
Smith Group Asset Management first reported a position in Walker & Dunlop in Q4 2017 and held it in 14 quarters.
Smith Group Asset Management's Walker & Dunlop position peaked at $2.04M in Q1 2018.
220 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2021.

Based on Smith Group Asset Management's 13F filing for Q2 2021, filed 6 Aug 2021.