ZIM
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ZPR Investment Management’s Walker & Dunlop WD Stock Holding History

ZPR 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
2019
Q3 		$1.37M Sell
24,558
-1,506
-6% -$84.5K 2.94% 10
2019
Q2 		$1.39M Buy
+26,064
New +$1.38M 2.82% 9
2014
Q3 		– Sell
-10,541
Closed -$149K – 71
2014
Q2 		$149K Buy
+10,541
New +$161K 0.14% 71

Other funds holding WD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ZPR Investment Management's WD Position: Q3 2019 in Review

ZPR Investment Management reduced its Walker & Dunlop (WD) stake by 5.8% in Q3 2019, selling an estimated $84.5K and leaving 24,558 shares worth $1.37M. The position accounts for 2.94% of the portfolio, ranked #10.

ZPR Investment Management first reported a position in WD in Q2 2014 and has held it in 3 quarters since. The position peaked at $1.39M in Q2 2019. 202 funds tracked by Wall St. Rank hold WD as of Q3 2019.

  • ZPR Investment Management held 24,558 shares of Walker & Dunlop worth $1.37M as of Q3 2019.
  • ZPR Investment Management sold 1,506 Walker & Dunlop shares in Q3 2019, an estimated $84.5K.
  • Walker & Dunlop made up 2.94% of ZPR Investment Management's portfolio in Q3 2019, its #10 holding.
  • ZPR Investment Management first reported a position in Walker & Dunlop in Q2 2014 and has held it in 3 quarters since.
  • ZPR Investment Management's Walker & Dunlop position peaked at $1.39M in Q2 2019.
  • 202 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2019.

Based on ZPR Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.