TBH Global Asset Management’s Walker & Dunlop WD Stock Holding History

TBH Global 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 Q4	–	Sell	-6,450	Closed	-$540K	–	176
2022 Q3	$540K	Buy	6,450 +38	+0.6%	+$3.88K	0.14%	104
2022 Q2	$618K	Sell	6,412 -533	-8%	-$58.8K	0.15%	102
2022 Q1	$899K	Buy	6,945 +1,388	+25%	+$190K	0.19%	86
2021 Q4	$838K	Buy	5,557 +342	+7%	+$47.7K	0.17%	94
2021 Q3	$592K	Buy	5,215 +977	+23%	+$102K	0.14%	110
2021 Q2	$442K	Buy	4,238 +21	+0.5%	+$2.2K	0.1%	134
2021 Q1	$433K	Buy	+4,217	New	+$410K	0.11%	122

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

TBH Global Asset Management's WD Position: Q4 2022 in Review

TBH Global Asset Management sold out of Walker & Dunlop (WD) in Q4 2022, closing a stake of 6,450 shares — an estimated $540K sold.

TBH Global Asset Management first reported a position in WD in Q1 2021 and held it in 7 quarters. The position peaked at $899K in Q1 2022. 226 funds tracked by Wall St. Rank hold WD as of Q4 2022.

TBH Global Asset Management reported no remaining Walker & Dunlop position as of Q4 2022 after selling out during the quarter.
TBH Global Asset Management sold 6,450 Walker & Dunlop shares in Q4 2022, an estimated $540K.
TBH Global Asset Management first reported a position in Walker & Dunlop in Q1 2021 and held it in 7 quarters.
TBH Global Asset Management's Walker & Dunlop position peaked at $899K in Q1 2022.
226 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2022.

Based on TBH Global Asset Management's 13F filing for Q4 2022, filed 10 Feb 2023.