ZIM
WD icon

Zacks Investment Management’s Walker & Dunlop WD Stock Holding History

Zacks Investment Management’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
2020
Q3 		– Sell
-20,330
Closed -$1.03M – 569
2020
Q2 		$1.03M Sell
20,330
-3,670
-15% -$150K 0.02% 292
2020
Q1 		$966K Sell
24,000
-6,491
-21% -$409K 0.02% 301
2019
Q4 		$1.97M Sell
30,491
-3,222
-10% -$204K 0.04% 270
2019
Q3 		$1.89M Buy
33,713
+14,465
+75% +$812K 0.04% 265
2019
Q2 		$1.02M Buy
+19,248
New +$1.02M 0.02% 393

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Zacks Investment Management's WD Position: Q3 2020 in Review

Zacks Investment Management sold out of Walker & Dunlop (WD) in Q3 2020, closing a stake of 20,330 shares — an estimated $1.03M sold.

Zacks Investment Management first reported a position in WD in Q2 2019 and held it in 5 quarters. The position peaked at $1.97M in Q4 2019. 184 funds tracked by Wall St. Rank hold WD as of Q3 2020.

  • Zacks Investment Management reported no remaining Walker & Dunlop position as of Q3 2020 after selling out during the quarter.
  • Zacks Investment Management sold 20,330 Walker & Dunlop shares in Q3 2020, an estimated $1.03M.
  • Zacks Investment Management first reported a position in Walker & Dunlop in Q2 2019 and held it in 5 quarters.
  • Zacks Investment Management's Walker & Dunlop position peaked at $1.97M in Q4 2019.
  • 184 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2020.

Based on Zacks Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.