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Vident Investment Advisory’s Walker & Dunlop WD Stock Holding History

Vident Investment Advisory’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
2021
Q1 		– Sell
-17,052
Closed -$1.57M – 1031
2020
Q4 		$1.57M Sell
17,052
-997
-6% -$73.9K 0.06% 382
2020
Q3 		$957K Sell
18,049
-7,492
-29% -$393K 0.05% 503
2020
Q2 		$1.3M Sell
25,541
-4,104
-14% -$168K 0.07% 386
2020
Q1 		$1.19M Buy
+29,645
New +$1.87M 0.08% 335
2019
Q1 		– Sell
-24,859
Closed -$1.07M – 820
2018
Q4 		$1.07M Sell
24,859
-7,990
-24% -$367K 0.06% 405
2018
Q3 		$1.74M Buy
+32,849
New +$1.82M 0.07% 355

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Vident Investment Advisory's WD Position: Q1 2021 in Review

Vident Investment Advisory sold out of Walker & Dunlop (WD) in Q1 2021, closing a stake of 17,052 shares — an estimated $1.57M sold.

Vident Investment Advisory first reported a position in WD in Q3 2018 and held it in 6 quarters. The position peaked at $1.74M in Q3 2018. 225 funds tracked by Wall St. Rank hold WD as of Q1 2021.

  • Vident Investment Advisory reported no remaining Walker & Dunlop position as of Q1 2021 after selling out during the quarter.
  • Vident Investment Advisory sold 17,052 Walker & Dunlop shares in Q1 2021, an estimated $1.57M.
  • Vident Investment Advisory first reported a position in Walker & Dunlop in Q3 2018 and held it in 6 quarters.
  • Vident Investment Advisory's Walker & Dunlop position peaked at $1.74M in Q3 2018.
  • 225 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2021.

Based on Vident Investment Advisory's 13F filing for Q1 2021, filed 14 May 2021.