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AJOVista’s Willdan Group WLDN Stock Holding History

AJOVista’s Portfolio WLDN Stock Details WLDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$280K Buy
+6,831
New +$245K 1.2% 14
2024
Q1 		– Sell
-846
Closed -$18.2K – 424
2023
Q4 		$18.2K Buy
+846
New +$16.8K 0.02% 367

Other funds holding WLDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AJOVista's WLDN Position: Q3 2024 in Review

AJOVista opened a new position in Willdan Group (WLDN) in Q3 2024: 6,831 shares worth $280K. The stake represents 1.2% of the portfolio and ranks #14 among its holdings. This is a return to the name: AJOVista previously reported a position in WLDN as recently as Q4 2023.

AJOVista first reported a position in WLDN in Q4 2023 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold WLDN as of Q3 2024.

  • AJOVista held 6,831 shares of Willdan Group worth $280K as of Q3 2024.
  • Willdan Group was a new AJOVista position in Q3 2024.
  • Willdan Group made up 1.2% of AJOVista's portfolio in Q3 2024, its #14 holding.
  • AJOVista first reported a position in Willdan Group in Q4 2023 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held Willdan Group as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.