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Penserra Capital Management’s Willdan Group WLDN Stock Holding History

Penserra 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
2024
Q1 		– Sell
-2,175
Closed -$46K – 1444
2023
Q4 		$46K Buy
2,175
+93
+4% +$1.85K ﹤0.01% 1013
2023
Q3 		$42K Sell
2,082
-3,105
-60% -$65.8K ﹤0.01% 1019
2023
Q2 		$99K Buy
5,187
+4,447
+601% +$74.7K ﹤0.01% 946
2023
Q1 		$11K Buy
740
+108
+17% +$1.94K ﹤0.01% 930
2022
Q4 		$11K Buy
632
+183
+41% +$2.82K ﹤0.01% 964
2022
Q3 		$6K Buy
449
+85
+23% +$2.03K ﹤0.01% 953
2022
Q2 		$10K Buy
+364
New +$9.95K ﹤0.01% 1258

Other funds holding WLDN

FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Penserra Capital Management's WLDN Position: Q1 2024 in Review

Penserra Capital Management sold out of Willdan Group (WLDN) in Q1 2024, closing a stake of 2,175 shares — an estimated $46K sold.

Penserra Capital Management first reported a position in WLDN in Q2 2022 and held it in 7 quarters. The position peaked at $99K in Q2 2023. 101 funds tracked by Wall St. Rank hold WLDN as of Q1 2024.

  • Penserra Capital Management reported no remaining Willdan Group position as of Q1 2024 after selling out during the quarter.
  • Penserra Capital Management sold 2,175 Willdan Group shares in Q1 2024, an estimated $46K.
  • Penserra Capital Management first reported a position in Willdan Group in Q2 2022 and held it in 7 quarters.
  • Penserra Capital Management's Willdan Group position peaked at $99K in Q2 2023.
  • 101 funds tracked by Wall St. Rank held Willdan Group as of Q1 2024.

Based on Penserra Capital Management's 13F filing for Q1 2024, filed 15 May 2024.