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Ulland Investment Advisors’s Walker & Dunlop WD Stock Holding History

Ulland Investment 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
Q4 		– Sell
-100
Closed -$8K – 227
2022
Q3 		$8K Hold
100
– – 0.01% 176
2022
Q2 		$10K Hold
100
– – 0.01% 182
2022
Q1 		$13K Hold
100
– – 0.01% 182
2021
Q4 		$15K Buy
+100
New +$13.9K 0.01% 161

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ulland Investment Advisors's WD Position: Q4 2022 in Review

Ulland Investment Advisors sold out of Walker & Dunlop (WD) in Q4 2022, closing a stake of 100 shares — an estimated $8K sold.

Ulland Investment Advisors first reported a position in WD in Q4 2021 and held it in 4 quarters. The position peaked at $15K in Q4 2021. 226 funds tracked by Wall St. Rank hold WD as of Q4 2022.

  • Ulland Investment Advisors reported no remaining Walker & Dunlop position as of Q4 2022 after selling out during the quarter.
  • Ulland Investment Advisors sold 100 Walker & Dunlop shares in Q4 2022, an estimated $8K.
  • Ulland Investment Advisors first reported a position in Walker & Dunlop in Q4 2021 and held it in 4 quarters.
  • Ulland Investment Advisors's Walker & Dunlop position peaked at $15K in Q4 2021.
  • 226 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2022.

Based on Ulland Investment Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.