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First Mercantile Trust’s Willdan Group WLDN Stock Holding History

First Mercantile Trust’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
2021
Q3 		$86K Sell
2,409
-165
-6% -$6.21K 0.01% 702
2021
Q2 		$97K Buy
+2,574
New +$99.4K 0.01% 695

Other funds holding WLDN

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

First Mercantile Trust's WLDN Position: Q3 2021 in Review

First Mercantile Trust reduced its Willdan Group (WLDN) stake by 6.4% in Q3 2021, selling an estimated $6.21K and leaving 2,409 shares worth $86K. The position accounts for 0.01% of the portfolio, ranked #702.

First Mercantile Trust first reported a position in WLDN in Q2 2021 and has held it in 2 quarters since. The position peaked at $97K in Q2 2021. 94 funds tracked by Wall St. Rank hold WLDN as of Q3 2021.

  • First Mercantile Trust held 2,409 shares of Willdan Group worth $86K as of Q3 2021.
  • First Mercantile Trust sold 165 Willdan Group shares in Q3 2021, an estimated $6.21K.
  • Willdan Group made up 0.01% of First Mercantile Trust's portfolio in Q3 2021, its #702 holding.
  • First Mercantile Trust first reported a position in Willdan Group in Q2 2021 and has held it in 2 quarters since.
  • First Mercantile Trust's Willdan Group position peaked at $97K in Q2 2021.
  • 94 funds tracked by Wall St. Rank held Willdan Group as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.