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Numeric Investors’s Willdan Group WLDN Stock Holding History

Numeric Investors’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
2017
Q1 		– Sell
-250,009
Closed -$5.65M – 1166
2016
Q4 		$5.65M Buy
+250,009
New +$5.08M 0.05% 307
2015
Q4 		– Sell
-19,430
Closed -$197K – 1141
2015
Q3 		$197K Sell
19,430
-55,055
-74% -$565K ﹤0.01% 932
2015
Q2 		$833K Buy
74,485
+49,985
+204% +$703K 0.01% 533
2015
Q1 		$388K Sell
24,500
-7,700
-24% -$106K ﹤0.01% 683
2014
Q4 		$434K Buy
+32,200
New +$474K 0.01% 636

Other funds holding WLDN

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
BIM
Bogle Investment Management Newton Lower Falls, Massachusetts $63M AUM 51.97% 1-Year Est. Return

Numeric Investors's WLDN Position: Q1 2017 in Review

Numeric Investors sold out of Willdan Group (WLDN) in Q1 2017, closing a stake of 250,009 shares — an estimated $5.65M sold.

Numeric Investors first reported a position in WLDN in Q4 2014 and held it in 5 quarters. The position peaked at $5.65M in Q4 2016. 74 funds tracked by Wall St. Rank hold WLDN as of Q1 2017.

  • Numeric Investors reported no remaining Willdan Group position as of Q1 2017 after selling out during the quarter.
  • Numeric Investors sold 250,009 Willdan Group shares in Q1 2017, an estimated $5.65M.
  • Numeric Investors first reported a position in Willdan Group in Q4 2014 and held it in 5 quarters.
  • Numeric Investors's Willdan Group position peaked at $5.65M in Q4 2016.
  • 74 funds tracked by Wall St. Rank held Willdan Group as of Q1 2017.

Based on Numeric Investors's 13F filing for Q1 2017, filed 15 May 2017.