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Credit Suisse’s Willdan Group WLDN Stock Holding History

Credit Suisse’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
2022
Q4 		– Sell
-8,959
Closed -$132K – 4155
2022
Q3 		$132K Buy
8,959
+55
+0.6% +$1.32K ﹤0.01% 3377
2022
Q2 		$246K Sell
8,904
-997
-10% -$27.3K ﹤0.01% 3249
2022
Q1 		$303K Buy
9,901
+446
+5% +$13.9K ﹤0.01% 3221
2021
Q4 		$332K Buy
9,455
+292
+3% +$10.9K ﹤0.01% 4081
2021
Q3 		$326K Buy
9,163
+778
+9% +$29.3K ﹤0.01% 4051
2021
Q2 		$316K Buy
8,385
+683
+9% +$26.4K ﹤0.01% 4092
2021
Q1 		$316K Sell
7,702
-10,347
-57% -$476K ﹤0.01% 3978
2020
Q4 		$752K Buy
18,049
+8,866
+97% +$308K ﹤0.01% 3548
2020
Q3 		$234K Buy
+9,183
New +$248K ﹤0.01% 3777
2019
Q4 		– Sell
-5,728
Closed -$201K – 4356
2019
Q3 		$201K Buy
5,728
+74
+1% +$2.64K ﹤0.01% 3861
2019
Q2 		$210K Buy
+5,654
New +$204K ﹤0.01% 3829
2017
Q4 		– Sell
-8,106
Closed -$263K – 4223
2017
Q3 		$263K Buy
+8,106
New +$259K ﹤0.01% 3808
2015
Q1 		– Sell
-37,492
Closed -$506K – 4598
2014
Q4 		$506K Buy
+37,492
New +$552K ﹤0.01% 3708

Other funds holding WLDN

FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Credit Suisse's WLDN Position: Q4 2022 in Review

Credit Suisse sold out of Willdan Group (WLDN) in Q4 2022, closing a stake of 8,959 shares — an estimated $132K sold.

Credit Suisse first reported a position in WLDN in Q4 2014 and held it in 13 quarters. The position peaked at $752K in Q4 2020. 75 funds tracked by Wall St. Rank hold WLDN as of Q4 2022.

  • Credit Suisse reported no remaining Willdan Group position as of Q4 2022 after selling out during the quarter.
  • Credit Suisse sold 8,959 Willdan Group shares in Q4 2022, an estimated $132K.
  • Credit Suisse first reported a position in Willdan Group in Q4 2014 and held it in 13 quarters.
  • Credit Suisse's Willdan Group position peaked at $752K in Q4 2020.
  • 75 funds tracked by Wall St. Rank held Willdan Group as of Q4 2022.

Based on Credit Suisse's 13F filing for Q4 2022, filed 13 Feb 2023.