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Mondrian Investment Partners’s Willdan Group WLDN Stock Holding History

Mondrian Investment Partners’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
-1,674
Closed -$51K – 117
2022
Q1 		$51K Sell
1,674
-126,525
-99% -$3.94M ﹤0.01% 97
2021
Q4 		$4.51M Buy
+128,199
New +$4.78M 0.09% 60

Other funds holding WLDN

FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mondrian Investment Partners's WLDN Position: Q2 2022 in Review

Mondrian Investment Partners sold out of Willdan Group (WLDN) in Q2 2022, closing a stake of 1,674 shares — an estimated $51K sold.

Mondrian Investment Partners first reported a position in WLDN in Q4 2021 and held it in 2 quarters. The position peaked at $4.51M in Q4 2021. 82 funds tracked by Wall St. Rank hold WLDN as of Q2 2022.

  • Mondrian Investment Partners reported no remaining Willdan Group position as of Q2 2022 after selling out during the quarter.
  • Mondrian Investment Partners sold 1,674 Willdan Group shares in Q2 2022, an estimated $51K.
  • Mondrian Investment Partners first reported a position in Willdan Group in Q4 2021 and held it in 2 quarters.
  • Mondrian Investment Partners's Willdan Group position peaked at $4.51M in Q4 2021.
  • 82 funds tracked by Wall St. Rank held Willdan Group as of Q2 2022.

Based on Mondrian Investment Partners's 13F filing for Q2 2022, filed 9 Aug 2022.