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Strategic Asset Management’s Walker & Dunlop WD Stock Holding History

Strategic 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
2022
Q3 		$17K Hold
200
– – 0.03% 279
2022
Q2 		$19K Hold
200
– – 0.03% 288
2022
Q1 		$26K Hold
200
– – 0.04% 244
2021
Q4 		$30K Hold
200
– – 0.04% 223
2021
Q3 		$24K Buy
+200
New +$21K 0.03% 239

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
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
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

Strategic Asset Management's WD Position: Q3 2022 in Review

Strategic Asset Management held its Walker & Dunlop (WD) position steady in Q3 2022 at 200 shares worth $17K. The position accounts for 0.03% of the portfolio, ranked #279.

Strategic Asset Management first reported a position in WD in Q3 2021 and has held it in 5 quarters since. The position peaked at $30K in Q4 2021. 245 funds tracked by Wall St. Rank hold WD as of Q3 2022.

  • Strategic Asset Management held 200 shares of Walker & Dunlop worth $17K as of Q3 2022.
  • Strategic Asset Management left its Walker & Dunlop share count unchanged in Q3 2022.
  • Walker & Dunlop made up 0.03% of Strategic Asset Management's portfolio in Q3 2022, its #279 holding.
  • Strategic Asset Management first reported a position in Walker & Dunlop in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's Walker & Dunlop position peaked at $30K in Q4 2021.
  • 245 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.