BIM
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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 $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $3.43B AUM 24.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $52.5B AUM 27.12% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return