U.S. Global Investors (USGI)’s Walker & Dunlop WD Stock Holding History

U.S. Global Investors (USGI)’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
2019 Q4	–	Sell	-16,779	Closed	-$938K	–	187
2019 Q3	$938K	Buy	+16,779	New	+$942K	0.51%	65

Other funds holding WD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

U.S. Global Investors (USGI)'s WD Position: Q4 2019 in Review

U.S. Global Investors (USGI) sold out of Walker & Dunlop (WD) in Q4 2019, closing a stake of 16,779 shares — an estimated $938K sold.

U.S. Global Investors (USGI) first reported a position in WD in Q3 2019 and held it in 1 quarter. The position peaked at $938K in Q3 2019. 222 funds tracked by Wall St. Rank hold WD as of Q4 2019.

U.S. Global Investors (USGI) reported no remaining Walker & Dunlop position as of Q4 2019 after selling out during the quarter.
U.S. Global Investors (USGI) sold 16,779 Walker & Dunlop shares in Q4 2019, an estimated $938K.
U.S. Global Investors (USGI) first reported a position in Walker & Dunlop in Q3 2019 and held it in 1 quarter.
U.S. Global Investors (USGI)'s Walker & Dunlop position peaked at $938K in Q3 2019.
222 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2019.

Based on U.S. Global Investors (USGI)'s 13F filing for Q4 2019, filed 12 Feb 2020.