UFF
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USA Financial Formulas’s Walker & Dunlop WD Stock Holding History

USA Financial Formulas’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
-683
Closed -$88K – 453
2022
Q1 		$88K Buy
683
+447
+189% +$61.3K 0.09% 104
2021
Q4 		$36K Buy
+236
New +$32.9K 0.03% 166
2020
Q2 		– Sell
-3,132
Closed -$126K – 336
2020
Q1 		$126K Buy
+3,132
New +$197K 0.08% 119
2017
Q3 		– Sell
-24,427
Closed -$1.19M – 338
2017
Q2 		$1.19M Buy
24,427
+10,594
+77% +$494K 0.29% 82
2017
Q1 		$577K Buy
+13,833
New +$510K 0.14% 130

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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