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Steward Financial Group’s Walker & Dunlop WD Stock Holding History

Steward Financial Group’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
Q3 		$1K Buy
+26
New +$2.2K ﹤0.01% 1284
2023
Q2 		– Sell
-18
Closed -$1K – 1002
2023
Q1 		$1K Buy
18
+4
+29% +$347 ﹤0.01% 671
2022
Q4 		$1K Buy
+14
New +$1.18K ﹤0.01% 489
2022
Q3 		– Sell
-18
Closed -$1K – 1310
2022
Q2 		$1K Buy
+18
New +$1.99K ﹤0.01% 894

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Steward Financial Group's WD Position: Q3 2023 in Review

Steward Financial Group opened a new position in Walker & Dunlop (WD) in Q3 2023: 26 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1284 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WD as recently as Q1 2023.

Steward Financial Group first reported a position in WD in Q2 2022 and has held it in 4 quarters since. 217 funds tracked by Wall St. Rank hold WD as of Q3 2023.

  • Steward Financial Group held 26 shares of Walker & Dunlop worth $1K as of Q3 2023.
  • Walker & Dunlop was a new Steward Financial Group position in Q3 2023.
  • Walker & Dunlop made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1284 holding.
  • Steward Financial Group first reported a position in Walker & Dunlop in Q2 2022 and has held it in 4 quarters since.
  • 217 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.