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SWM Advisors’s Walker & Dunlop WD Stock Holding History

SWM Advisors’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 		$309K Hold
3,686
– – 0.29% 14
2022
Q2 		$355K Hold
3,686
– – 0.32% 15
2022
Q1 		$477K Hold
3,686
– – 0.37% 15
2021
Q4 		$526K Buy
+3,686
New +$514K 0.46% 14

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

SWM Advisors's WD Position: Q3 2022 in Review

SWM Advisors held its Walker & Dunlop (WD) position steady in Q3 2022 at 3,686 shares worth $309K. The position accounts for 0.29% of the portfolio, ranked #14.

SWM Advisors first reported a position in WD in Q4 2021 and has held it in 4 quarters since. The position peaked at $526K in Q4 2021. 245 funds tracked by Wall St. Rank hold WD as of Q3 2022.

  • SWM Advisors held 3,686 shares of Walker & Dunlop worth $309K as of Q3 2022.
  • SWM Advisors left its Walker & Dunlop share count unchanged in Q3 2022.
  • Walker & Dunlop made up 0.29% of SWM Advisors's portfolio in Q3 2022, its #14 holding.
  • SWM Advisors first reported a position in Walker & Dunlop in Q4 2021 and has held it in 4 quarters since.
  • SWM Advisors's Walker & Dunlop position peaked at $526K in Q4 2021.
  • 245 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2022.

Based on SWM Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.