Bank of Montreal
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Bank of Montreal’s Willdan Group WLDN Stock Holding History

Bank of Montreal’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 		– Sell
-7,701
Closed -$239K – 4280
2024
Q2 		$239K Buy
+7,701
New +$230K ﹤0.01% 2883
2021
Q2 		– Sell
-1,929
Closed -$82K – 4957
2021
Q1 		$82K Sell
1,929
-1,306
-40% -$60.1K ﹤0.01% 3483
2020
Q4 		$156K Buy
3,235
+1,117
+53% +$38.8K ﹤0.01% 3357
2020
Q3 		$57K Sell
2,118
-350
-14% -$9.43K ﹤0.01% 3374
2020
Q2 		$56K Buy
+2,468
New +$56.8K ﹤0.01% 3392
2020
Q1 		– Sell
-1,282
Closed -$41K – 4771
2019
Q4 		$41K Buy
1,282
+401
+46% +$12.7K ﹤0.01% 3943
2019
Q3 		$31K Buy
881
+37
+4% +$1.32K ﹤0.01% 3855
2019
Q2 		$31K Sell
844
-4,281
-84% -$155K ﹤0.01% 3921
2019
Q1 		$190K Sell
5,125
-1,054
-17% -$37.5K ﹤0.01% 2745
2018
Q4 		$217K Buy
6,179
+62
+1% +$2.12K ﹤0.01% 2534
2018
Q3 		$209K Sell
6,117
-2
-0% -$62 ﹤0.01% 2718
2018
Q2 		$191K Buy
6,119
+2,441
+66% +$70.5K ﹤0.01% 2789
2018
Q1 		$105K Buy
+3,678
New +$86K ﹤0.01% 2943

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

Bank of Montreal's WLDN Position: Q3 2024 in Review

Bank of Montreal sold out of Willdan Group (WLDN) in Q3 2024, closing a stake of 7,701 shares — an estimated $239K sold.

Bank of Montreal first reported a position in WLDN in Q1 2018 and held it in 13 quarters. The position peaked at $239K in Q2 2024. 143 funds tracked by Wall St. Rank hold WLDN as of Q3 2024.

  • Bank of Montreal reported no remaining Willdan Group position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 7,701 Willdan Group shares in Q3 2024, an estimated $239K.
  • Bank of Montreal first reported a position in Willdan Group in Q1 2018 and held it in 13 quarters.
  • Bank of Montreal's Willdan Group position peaked at $239K in Q2 2024.
  • 143 funds tracked by Wall St. Rank held Willdan Group as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.