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 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

Oppenheimer Asset Management's WLDN Position: Q2 2020 in Review

Oppenheimer Asset Management sold out of Willdan Group (WLDN) in Q2 2020, closing a stake of 3,449 shares — an estimated $74K sold.

Oppenheimer Asset Management first reported a position in WLDN in Q1 2017 and held it in 10 quarters. The position peaked at $228K in Q3 2018. 88 funds tracked by Wall St. Rank hold WLDN as of Q2 2020.

Oppenheimer Asset Management reported no remaining Willdan Group position as of Q2 2020 after selling out during the quarter.
Oppenheimer Asset Management sold 3,449 Willdan Group shares in Q2 2020, an estimated $74K.
Oppenheimer Asset Management first reported a position in Willdan Group in Q1 2017 and held it in 10 quarters.
Oppenheimer Asset Management's Willdan Group position peaked at $228K in Q3 2018.
88 funds tracked by Wall St. Rank held Willdan Group as of Q2 2020.

Based on Oppenheimer Asset Management's 13F filing for Q2 2020, filed 11 Aug 2020.