Marshall Wace North America’s Willdan Group WLDN Stock Holding History

Marshall Wace North America’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 Q2	–	Sell	-9,078	Closed	-$194K	–	1520
2020 Q1	$194K	Buy	+9,078	New	+$280K	﹤0.01%	899
2019 Q4	–	Sell	-3,117	Closed	-$109K	–	1641
2019 Q3	$109K	Buy	+3,117	New	+$111K	﹤0.01%	1044
2018 Q3	–	Sell	-8,446	Closed	-$262K	–	1406
2018 Q2	$262K	Sell	8,446 -59,437	-88%	-$1.72M	﹤0.01%	1211
2018 Q1	$1.92M	Buy	67,883 +52,564	+343%	+$1.23M	0.01%	815
2017 Q4	$367K	Buy	+15,319	New	+$416K	﹤0.01%	1201

Other funds holding WLDN

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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

Marshall Wace North America's WLDN Position: Q2 2020 in Review

Marshall Wace North America sold out of Willdan Group (WLDN) in Q2 2020, closing a stake of 9,078 shares — an estimated $194K sold.

Marshall Wace North America first reported a position in WLDN in Q4 2017 and held it in 5 quarters. The position peaked at $1.92M in Q1 2018. 88 funds tracked by Wall St. Rank hold WLDN as of Q2 2020.

Marshall Wace North America reported no remaining Willdan Group position as of Q2 2020 after selling out during the quarter.
Marshall Wace North America sold 9,078 Willdan Group shares in Q2 2020, an estimated $194K.
Marshall Wace North America first reported a position in Willdan Group in Q4 2017 and held it in 5 quarters.
Marshall Wace North America's Willdan Group position peaked at $1.92M in Q1 2018.
88 funds tracked by Wall St. Rank held Willdan Group as of Q2 2020.

Based on Marshall Wace North America's 13F filing for Q2 2020, filed 13 Aug 2020.