SAI
WD icon

Systematic Alpha Investments’s Walker & Dunlop WD Stock Holding History

Systematic Alpha Investments’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
2021
Q4 		– Sell
-232
Closed -$30K – 474
2021
Q3 		$30K Hold
232
– – ﹤0.01% 330
2021
Q2 		$24K Hold
232
– – ﹤0.01% 248
2021
Q1 		$24K Hold
232
– – ﹤0.01% 177
2020
Q4 		$21K Buy
+232
New +$17.2K ﹤0.01% 137

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Systematic Alpha Investments's WD Position: Q4 2021 in Review

Systematic Alpha Investments sold out of Walker & Dunlop (WD) in Q4 2021, closing a stake of 232 shares — an estimated $30K sold.

Systematic Alpha Investments first reported a position in WD in Q4 2020 and held it in 4 quarters. The position peaked at $30K in Q3 2021. 271 funds tracked by Wall St. Rank hold WD as of Q4 2021.

  • Systematic Alpha Investments reported no remaining Walker & Dunlop position as of Q4 2021 after selling out during the quarter.
  • Systematic Alpha Investments sold 232 Walker & Dunlop shares in Q4 2021, an estimated $30K.
  • Systematic Alpha Investments first reported a position in Walker & Dunlop in Q4 2020 and held it in 4 quarters.
  • Systematic Alpha Investments's Walker & Dunlop position peaked at $30K in Q3 2021.
  • 271 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2021.

Based on Systematic Alpha Investments's 13F filing for Q4 2021, filed 15 Feb 2022.