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 $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

USA Financial Formulas's WD Position: Q2 2022 in Review

USA Financial Formulas sold out of Walker & Dunlop (WD) in Q2 2022, closing a stake of 683 shares — an estimated $88K sold.

USA Financial Formulas first reported a position in WD in Q1 2017 and held it in 5 quarters. The position peaked at $1.19M in Q2 2017. 234 funds tracked by Wall St. Rank hold WD as of Q2 2022.

  • USA Financial Formulas reported no remaining Walker & Dunlop position as of Q2 2022 after selling out during the quarter.
  • USA Financial Formulas sold 683 Walker & Dunlop shares in Q2 2022, an estimated $88K.
  • USA Financial Formulas first reported a position in Walker & Dunlop in Q1 2017 and held it in 5 quarters.
  • USA Financial Formulas's Walker & Dunlop position peaked at $1.19M in Q2 2017.
  • 234 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2022.

Based on USA Financial Formulas's 13F filing for Q2 2022, filed 15 Aug 2022.