Glenmede Trust’s Willdan Group WLDN Stock Holding History

Glenmede 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
2020 Q4	–	Sell	-1,498	Closed	-$38K	–	2264
2020 Q3	$38K	Hold	1,498	–	–	﹤0.01%	1409
2020 Q2	$37K	Sell	1,498 -1,208	-45%	-$27.8K	﹤0.01%	1392
2020 Q1	$85K	Hold	2,706	–	–	﹤0.01%	1488
2019 Q4	$85K	Hold	2,706	–	–	﹤0.01%	1488
2019 Q3	$94K	Hold	2,706	–	–	﹤0.01%	1428
2019 Q2	$100K	Buy	2,706 +1,225	+83%	+$44.3K	﹤0.01%	1403
2019 Q1	$54K	Buy	1,481 +861	+139%	+$30.6K	﹤0.01%	1650
2018 Q4	$21K	Buy	+620	New	+$21.2K	﹤0.01%	1970
2018 Q2	–	Sell	-100	Closed	-$2K	–	2350
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	2614
2017 Q4	$2K	Hold	100	–	–	﹤0.01%	2614
2017 Q3	$3K	Hold	100	–	–	﹤0.01%	2504
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	2427
2017 Q1	$3K	Buy	+100	New	+$2.85K	﹤0.01%	2427
2015 Q4	–	Sell	-300	Closed	-$3K	–	2787
2015 Q3	$3K	Hold	300	–	–	﹤0.01%	2435
2015 Q2	$3K	Hold	300	–	–	﹤0.01%	2374
2015 Q1	$4K	Buy	+300	New	+$4.14K	﹤0.01%	2290

Other funds holding WLDN

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

RHJA

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

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

ACM

Arosa Capital Management Miami Beach, Florida $561M AUM 283.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SCA

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

Glenmede Trust's WLDN Position: Q4 2020 in Review

Glenmede Trust sold out of Willdan Group (WLDN) in Q4 2020, closing a stake of 1,498 shares — an estimated $38K sold.

Glenmede Trust first reported a position in WLDN in Q1 2015 and held it in 16 quarters. The position peaked at $100K in Q2 2019. 97 funds tracked by Wall St. Rank hold WLDN as of Q4 2020.

Glenmede Trust reported no remaining Willdan Group position as of Q4 2020 after selling out during the quarter.
Glenmede Trust sold 1,498 Willdan Group shares in Q4 2020, an estimated $38K.
Glenmede Trust first reported a position in Willdan Group in Q1 2015 and held it in 16 quarters.
Glenmede Trust's Willdan Group position peaked at $100K in Q2 2019.
97 funds tracked by Wall St. Rank held Willdan Group as of Q4 2020.

Based on Glenmede Trust's 13F filing for Q4 2020, filed 16 Feb 2021.