Wellington Management Group
WD icon

Wellington Management Group’s Walker & Dunlop WD Stock Holding History

Wellington Management Group’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
Q1 		– Sell
-3,999
Closed -$603K – 2235
2021
Q4 		$603K Buy
+3,999
New +$557K ﹤0.01% 1925
2020
Q2 		– Sell
-18,567
Closed -$748K – 1989
2020
Q1 		$748K Buy
18,567
+5,268
+40% +$332K ﹤0.01% 1608
2019
Q4 		$860K Buy
+13,299
New +$841K ﹤0.01% 1737
2018
Q4 		– Sell
-14,133
Closed -$747K – 2217
2018
Q3 		$747K Sell
14,133
-44,285
-76% -$2.46M ﹤0.01% 1945
2018
Q2 		$3.25M Buy
58,418
+18,655
+47% +$1.08M ﹤0.01% 1610
2018
Q1 		$2.36M Sell
39,763
-46,324
-54% -$2.3M ﹤0.01% 1686
2017
Q4 		$4.09M Hold
86,087
– – ﹤0.01% 1534
2017
Q3 		$4.5M Buy
86,087
+22,325
+35% +$1.09M ﹤0.01% 1506
2017
Q2 		$3.11M Buy
63,762
+11,807
+23% +$551K ﹤0.01% 1579
2017
Q1 		$2.17M Sell
51,955
-6,072
-10% -$224K ﹤0.01% 1718
2016
Q4 		$1.81M Buy
58,027
+26,379
+83% +$740K ﹤0.01% 1714
2016
Q3 		$799K Sell
31,648
-59,175
-65% -$1.5M ﹤0.01% 1883
2016
Q2 		$2.07M Sell
90,823
-34,532
-28% -$808K ﹤0.01% 1594
2016
Q1 		$3.04M Buy
125,355
+5,448
+5% +$129K ﹤0.01% 1486
2015
Q4 		$3.46M Buy
119,907
+45,464
+61% +$1.31M ﹤0.01% 1476
2015
Q3 		$1.94M Buy
74,443
+38,300
+106% +$958K ﹤0.01% 1639
2015
Q2 		$966K Buy
36,143
+10,804
+43% +$240K ﹤0.01% 1847
2015
Q1 		$449K Buy
+25,339
New +$430K ﹤0.01% 2009

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group's WD Position: Q1 2022 in Review

Wellington Management Group sold out of Walker & Dunlop (WD) in Q1 2022, closing a stake of 3,999 shares — an estimated $603K sold.

Wellington Management Group first reported a position in WD in Q1 2015 and held it in 18 quarters. The position peaked at $4.5M in Q3 2017. 275 funds tracked by Wall St. Rank hold WD as of Q1 2022.

  • Wellington Management Group reported no remaining Walker & Dunlop position as of Q1 2022 after selling out during the quarter.
  • Wellington Management Group sold 3,999 Walker & Dunlop shares in Q1 2022, an estimated $603K.
  • Wellington Management Group first reported a position in Walker & Dunlop in Q1 2015 and held it in 18 quarters.
  • Wellington Management Group's Walker & Dunlop position peaked at $4.5M in Q3 2017.
  • 275 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2022.

Based on Wellington Management Group's 13F filing for Q1 2022, filed 16 May 2022.