Ergoteles’s Willdan Group WLDN Stock Holding History

Ergoteles’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 Q2	–	Sell	-21,800	Closed	-$669K	–	2044
2022 Q1	$669K	Sell	21,800 -4,394	-17%	-$137K	0.03%	568
2021 Q4	$922K	Buy	+26,194	New	+$976K	0.04%	435
2021 Q2	–	Sell	-13,900	Closed	-$571K	–	1710
2021 Q1	$571K	Buy	+13,900	New	+$639K	0.02%	460

Other funds holding WLDN

FCM

Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ergoteles's WLDN Position: Q2 2022 in Review

Ergoteles sold out of Willdan Group (WLDN) in Q2 2022, closing a stake of 21,800 shares — an estimated $669K sold.

Ergoteles first reported a position in WLDN in Q1 2021 and held it in 3 quarters. The position peaked at $922K in Q4 2021. 82 funds tracked by Wall St. Rank hold WLDN as of Q2 2022.

Ergoteles reported no remaining Willdan Group position as of Q2 2022 after selling out during the quarter.
Ergoteles sold 21,800 Willdan Group shares in Q2 2022, an estimated $669K.
Ergoteles first reported a position in Willdan Group in Q1 2021 and held it in 3 quarters.
Ergoteles's Willdan Group position peaked at $922K in Q4 2021.
82 funds tracked by Wall St. Rank held Willdan Group as of Q2 2022.

Based on Ergoteles's 13F filing for Q2 2022, filed 12 Aug 2022.