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WD icon

Southside Capital’s Walker & Dunlop WD Stock Holding History

Southside Capital’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
2019
Q4 		– Sell
-145,946
Closed -$8.16M – 79
2019
Q3 		$8.16M Sell
145,946
-9,054
-6% -$508K 2.22% 16
2019
Q2 		$8.25M Buy
155,000
+10,000
+7% +$529K 2.41% 17
2019
Q1 		$7.38M Buy
145,000
+9,382
+7% +$476K 3.02% 12
2018
Q4 		$5.87M Buy
+135,618
New +$6.23M 3.63% 9

Other funds holding WD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Southside Capital's WD Position: Q4 2019 in Review

Southside Capital sold out of Walker & Dunlop (WD) in Q4 2019, closing a stake of 145,946 shares — an estimated $8.16M sold.

Southside Capital first reported a position in WD in Q4 2018 and held it in 4 quarters. The position peaked at $8.25M in Q2 2019. 222 funds tracked by Wall St. Rank hold WD as of Q4 2019.

  • Southside Capital reported no remaining Walker & Dunlop position as of Q4 2019 after selling out during the quarter.
  • Southside Capital sold 145,946 Walker & Dunlop shares in Q4 2019, an estimated $8.16M.
  • Southside Capital first reported a position in Walker & Dunlop in Q4 2018 and held it in 4 quarters.
  • Southside Capital's Walker & Dunlop position peaked at $8.25M in Q2 2019.
  • 222 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2019.

Based on Southside Capital's 13F filing for Q4 2019, filed 11 Feb 2020.