Sonora Investment Management’s Walker & Dunlop WD Stock Holding History

Sonora Investment 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 Q3	$68K	Hold	600	–	–	0.01%	356
2021 Q2	$63K	Hold	600	–	–	0.01%	351
2021 Q1	$62K	Hold	600	–	–	﹤0.01%	523
2020 Q4	$55K	Hold	600	–	–	﹤0.01%	582
2020 Q3	$32K	Hold	600	–	–	﹤0.01%	711
2020 Q2	$30K	Hold	600	–	–	﹤0.01%	634
2020 Q1	$24K	Hold	600	–	–	﹤0.01%	703
2019 Q4	$39K	Hold	600	–	–	﹤0.01%	633
2019 Q3	$34K	Hold	600	–	–	﹤0.01%	644
2019 Q2	$32K	Hold	600	–	–	﹤0.01%	666
2019 Q1	$31K	Hold	600	–	–	﹤0.01%	627
2018 Q4	$26K	Hold	600	–	–	﹤0.01%	539
2018 Q3	$32K	Hold	600	–	–	﹤0.01%	498
2018 Q2	$33K	Hold	600	–	–	0.01%	479
2018 Q1	$35.7K	Hold	600	–	–	0.01%	446
2017 Q4	$28.5K	Hold	600	–	–	﹤0.01%	496
2017 Q3	$31.4K	Hold	600	–	–	0.01%	421
2017 Q2	$29.3K	Hold	600	–	–	0.01%	418
2017 Q1	$25K	Hold	600	–	–	﹤0.01%	467
2016 Q4	$18.7K	Hold	600	–	–	﹤0.01%	476
2016 Q3	$15.2K	Hold	600	–	–	﹤0.01%	511
2016 Q2	$13.7K	Hold	600	–	–	﹤0.01%	504
2016 Q1	$13.3K	Hold	600	–	–	﹤0.01%	553
2015 Q4	$17K	Hold	600	–	–	﹤0.01%	444
2015 Q3	$14K	Buy	+600	New	+$15K	﹤0.01%	400

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Sonora Investment Management's WD Position: Q3 2021 in Review

Sonora Investment Management held its Walker & Dunlop (WD) position steady in Q3 2021 at 600 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #356.

Sonora Investment Management first reported a position in WD in Q3 2015 and has held it in 25 quarters since. 223 funds tracked by Wall St. Rank hold WD as of Q3 2021.

Sonora Investment Management held 600 shares of Walker & Dunlop worth $68K as of Q3 2021.
Sonora Investment Management left its Walker & Dunlop share count unchanged in Q3 2021.
Walker & Dunlop made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #356 holding.
Sonora Investment Management first reported a position in Walker & Dunlop in Q3 2015 and has held it in 25 quarters since.
223 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.