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Westwood Holdings Group’s Walker & Dunlop WD Stock Holding History

Westwood Holdings 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
2023
Q3 		– Sell
-4,336
Closed -$343K – 504
2023
Q2 		$343K Buy
+4,336
New +$313K ﹤0.01% 430

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Westwood Holdings Group's WD Position: Q3 2023 in Review

Westwood Holdings Group sold out of Walker & Dunlop (WD) in Q3 2023, closing a stake of 4,336 shares — an estimated $343K sold.

Westwood Holdings Group first reported a position in WD in Q2 2023 and held it in 1 quarter. The position peaked at $343K in Q2 2023. 217 funds tracked by Wall St. Rank hold WD as of Q3 2023.

  • Westwood Holdings Group reported no remaining Walker & Dunlop position as of Q3 2023 after selling out during the quarter.
  • Westwood Holdings Group sold 4,336 Walker & Dunlop shares in Q3 2023, an estimated $343K.
  • Westwood Holdings Group first reported a position in Walker & Dunlop in Q2 2023 and held it in 1 quarter.
  • Westwood Holdings Group's Walker & Dunlop position peaked at $343K in Q2 2023.
  • 217 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2023.

Based on Westwood Holdings Group's 13F filing for Q3 2023, filed 14 Nov 2023.