OAM
WLDN icon

Oppenheimer Asset Management’s Willdan Group WLDN Stock Holding History

Oppenheimer Asset 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
2020
Q2 		– Sell
-3,449
Closed -$74K – 1446
2020
Q1 		$74K Sell
3,449
-11
-0.3% -$339 ﹤0.01% 1179
2019
Q4 		$110K Sell
3,460
-182
-5% -$5.77K ﹤0.01% 1176
2019
Q3 		$128K Sell
3,642
-35
-1% -$1.25K ﹤0.01% 1137
2019
Q2 		$137K Sell
3,677
-621
-14% -$22.4K ﹤0.01% 1153
2019
Q1 		$159K Sell
4,298
-2,100
-33% -$74.7K ﹤0.01% 1094
2018
Q4 		$224K Sell
6,398
-302
-5% -$10.3K 0.01% 979
2018
Q3 		$228K Buy
+6,700
New +$209K 0.01% 1047
2017
Q4 		– Sell
-5,950
Closed -$193K – 1495
2017
Q3 		$193K Sell
5,950
-96
-2% -$3.07K 0.01% 1056
2017
Q2 		$185K Buy
6,046
+1,524
+34% +$47.8K 0.01% 1054
2017
Q1 		$146K Buy
+4,522
New +$129K ﹤0.01% 1108

Other funds holding WLDN

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return