Mutual of America Capital Management’s Willdan Group WLDN Stock Holding History

Mutual of America 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
2022 Q4	–	Sell	-83,775	Closed	-$1.24M	–	1588
2022 Q3	$1.24M	Sell	83,775 -7,622	-8%	-$182K	0.02%	991
2022 Q2	$2.52M	Sell	91,397 -685	-0.7%	-$18.7K	0.03%	771
2022 Q1	$2.83M	Sell	92,082 -4,004	-4%	-$125K	0.03%	814
2021 Q4	$3.38M	Buy	96,086 +9,388	+11%	+$350K	0.03%	763
2021 Q3	$3.09M	Sell	86,698 -1,251	-1%	-$47.1K	0.03%	773
2021 Q2	$3.31M	Buy	87,949 +12,285	+16%	+$475K	0.03%	760
2021 Q1	$3.11M	Buy	+75,664	New	+$3.48M	0.03%	771
2020 Q2	–	Sell	-97,104	Closed	-$2.08M	–	1702
2020 Q1	$2.08M	Sell	97,104 -20,594	-17%	-$634K	0.03%	688
2019 Q4	$3.74M	Buy	117,698 +14,457	+14%	+$458K	0.05%	588
2019 Q3	$3.62M	Sell	103,241 -574	-0.6%	-$20.5K	0.05%	564
2019 Q2	$3.87M	Buy	+103,815	New	+$3.75M	0.05%	532

Other funds holding WLDN

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Mutual of America Capital Management's WLDN Position: Q4 2022 in Review

Mutual of America Capital Management sold out of Willdan Group (WLDN) in Q4 2022, closing a stake of 83,775 shares — an estimated $1.24M sold.

Mutual of America Capital Management first reported a position in WLDN in Q2 2019 and held it in 11 quarters. The position peaked at $3.87M in Q2 2019. 76 funds tracked by Wall St. Rank hold WLDN as of Q4 2022.

Mutual of America Capital Management reported no remaining Willdan Group position as of Q4 2022 after selling out during the quarter.
Mutual of America Capital Management sold 83,775 Willdan Group shares in Q4 2022, an estimated $1.24M.
Mutual of America Capital Management first reported a position in Willdan Group in Q2 2019 and held it in 11 quarters.
Mutual of America Capital Management's Willdan Group position peaked at $3.87M in Q2 2019.
76 funds tracked by Wall St. Rank held Willdan Group as of Q4 2022.

Based on Mutual of America Capital Management's 13F filing for Q4 2022, filed 10 Feb 2023.