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Frontier Capital Management’s Willdan Group WLDN Stock Holding History

Frontier Capital 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
2024
Q1 		– Sell
-52,991
Closed -$1.14M – 285
2023
Q4 		$1.14M Sell
52,991
-14,861
-22% -$295K 0.01% 256
2023
Q3 		$1.39M Sell
67,852
-17,434
-20% -$370K 0.02% 254
2023
Q2 		$1.63M Sell
85,286
-247,228
-74% -$4.16M 0.02% 250
2023
Q1 		$5.19M Sell
332,514
-163,532
-33% -$2.93M 0.05% 225
2022
Q4 		$8.85M Buy
496,046
+12,420
+3% +$191K 0.1% 207
2022
Q3 		$7.16M Sell
483,626
-53,299
-10% -$1.28M 0.08% 218
2022
Q2 		$14.8M Buy
536,925
+155,398
+41% +$4.25M 0.17% 174
2022
Q1 		$11.7M Sell
381,527
-1,066
-0.3% -$33.2K 0.11% 202
2021
Q4 		$13.5M Buy
382,593
+134,008
+54% +$4.99M 0.11% 204
2021
Q3 		$8.85M Sell
248,585
-41,689
-14% -$1.57M 0.07% 228
2021
Q2 		$10.9M Buy
290,274
+236,709
+442% +$9.14M 0.08% 229
2021
Q1 		$2.2M Buy
+53,565
New +$2.46M 0.02% 262

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Frontier Capital Management's WLDN Position: Q1 2024 in Review

Frontier Capital Management sold out of Willdan Group (WLDN) in Q1 2024, closing a stake of 52,991 shares — an estimated $1.14M sold.

Frontier Capital Management first reported a position in WLDN in Q1 2021 and held it in 12 quarters. The position peaked at $14.8M in Q2 2022. 101 funds tracked by Wall St. Rank hold WLDN as of Q1 2024.

  • Frontier Capital Management reported no remaining Willdan Group position as of Q1 2024 after selling out during the quarter.
  • Frontier Capital Management sold 52,991 Willdan Group shares in Q1 2024, an estimated $1.14M.
  • Frontier Capital Management first reported a position in Willdan Group in Q1 2021 and held it in 12 quarters.
  • Frontier Capital Management's Willdan Group position peaked at $14.8M in Q2 2022.
  • 101 funds tracked by Wall St. Rank held Willdan Group as of Q1 2024.

Based on Frontier Capital Management's 13F filing for Q1 2024, filed 15 May 2024.