BIM
WLDN icon

Bogle Investment Management’s Willdan Group WLDN Stock Holding History

Bogle Investment Management’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
2017
Q3 		– Sell
-82,272
Closed -$2.51M – 356
2017
Q2 		$2.51M Sell
82,272
-29,838
-27% -$935K 0.18% 137
2017
Q1 		$3.62M Buy
+112,110
New +$3.2M 0.25% 119
2015
Q2 		– Sell
-53,831
Closed -$852K – 434
2015
Q1 		$852K Sell
53,831
-64,475
-54% -$889K 0.06% 261
2014
Q4 		$1.59M Sell
118,306
-1,930
-2% -$28.4K 0.11% 221
2014
Q3 		$1.74M Buy
+120,236
New +$1.25M 0.11% 196

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Bogle Investment Management's WLDN Position: Q3 2017 in Review

Bogle Investment Management sold out of Willdan Group (WLDN) in Q3 2017, closing a stake of 82,272 shares — an estimated $2.51M sold.

Bogle Investment Management first reported a position in WLDN in Q3 2014 and held it in 5 quarters. The position peaked at $3.62M in Q1 2017. 87 funds tracked by Wall St. Rank hold WLDN as of Q3 2017.

  • Bogle Investment Management reported no remaining Willdan Group position as of Q3 2017 after selling out during the quarter.
  • Bogle Investment Management sold 82,272 Willdan Group shares in Q3 2017, an estimated $2.51M.
  • Bogle Investment Management first reported a position in Willdan Group in Q3 2014 and held it in 5 quarters.
  • Bogle Investment Management's Willdan Group position peaked at $3.62M in Q1 2017.
  • 87 funds tracked by Wall St. Rank held Willdan Group as of Q3 2017.

Based on Bogle Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.