Tarbox Family Office’s Walker & Dunlop WD Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-25	Closed	-$3K	–	972
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	736
2021 Q4	$4K	Hold	25	–	–	﹤0.01%	715
2021 Q3	$3K	Hold	25	–	–	﹤0.01%	859
2021 Q2	$3K	Hold	25	–	–	﹤0.01%	866
2021 Q1	$3K	Hold	25	–	–	﹤0.01%	811
2020 Q4	$2K	Hold	25	–	–	﹤0.01%	912
2020 Q3	$1K	Buy	+25	New	+$1.31K	﹤0.01%	1085
2020 Q2	–	Sell	-39	Closed	-$2K	–	1258
2020 Q1	$2K	Sell	39 -34	-47%	-$2.14K	﹤0.01%	724
2019 Q4	$5K	Hold	73	–	–	﹤0.01%	516
2019 Q3	$4K	Hold	73	–	–	﹤0.01%	538
2019 Q2	$4K	Buy	+73	New	+$3.87K	﹤0.01%	539

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Tarbox Family Office's WD Position: Q2 2022 in Review

Tarbox Family Office sold out of Walker & Dunlop (WD) in Q2 2022, closing a stake of 25 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in WD in Q2 2019 and held it in 11 quarters. The position peaked at $5K in Q4 2019. 234 funds tracked by Wall St. Rank hold WD as of Q2 2022.

Tarbox Family Office reported no remaining Walker & Dunlop position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 25 Walker & Dunlop shares in Q2 2022, an estimated $3K.
Tarbox Family Office first reported a position in Walker & Dunlop in Q2 2019 and held it in 11 quarters.
Tarbox Family Office's Walker & Dunlop position peaked at $5K in Q4 2019.
234 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.