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Wellington Management Group’s
Walker & Dunlop
WD
Stock Holding History
Wellington Management Group’s Portfolio
WD Stock Details
WD Fund Activity
Bought
Maintained
Sold
Shares
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
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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