Sugarloaf Wealth Management’s Walker & Dunlop WD Stock Holding History

Sugarloaf Wealth 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 Q4	–	Sell	-18	Closed	-$2K	–	872
2022 Q3	$2K	Hold	18	–	–	﹤0.01%	729
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	717
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	658
2021 Q4	$3K	Hold	18	–	–	﹤0.01%	653
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	698
2021 Q2	$2K	Hold	18	–	–	﹤0.01%	693
2021 Q1	$2	Hold	18	–	–	﹤0.01%	691
2020 Q4	$2K	Buy	+18	New	+$1.33K	﹤0.01%	657

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sugarloaf Wealth Management's WD Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Walker & Dunlop (WD) in Q4 2022, closing a stake of 18 shares — an estimated $2K sold.

Sugarloaf Wealth Management first reported a position in WD in Q4 2020 and held it in 8 quarters. The position peaked at $3K in Q4 2021. 226 funds tracked by Wall St. Rank hold WD as of Q4 2022.

Sugarloaf Wealth Management reported no remaining Walker & Dunlop position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 18 Walker & Dunlop shares in Q4 2022, an estimated $2K.
Sugarloaf Wealth Management first reported a position in Walker & Dunlop in Q4 2020 and held it in 8 quarters.
Sugarloaf Wealth Management's Walker & Dunlop position peaked at $3K in Q4 2021.
226 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.