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Van Hulzen Asset Management’s Willdan Group WLDN Stock Holding History

Van Hulzen 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
2018
Q4 		– Sell
-6,713
Closed -$228K – 250
2018
Q3 		$228K Buy
+6,713
New +$209K 0.06% 203

Other funds holding WLDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Van Hulzen Asset Management's WLDN Position: Q4 2018 in Review

Van Hulzen Asset Management sold out of Willdan Group (WLDN) in Q4 2018, closing a stake of 6,713 shares — an estimated $228K sold.

Van Hulzen Asset Management first reported a position in WLDN in Q3 2018 and held it in 1 quarter. The position peaked at $228K in Q3 2018. 95 funds tracked by Wall St. Rank hold WLDN as of Q4 2018.

  • Van Hulzen Asset Management reported no remaining Willdan Group position as of Q4 2018 after selling out during the quarter.
  • Van Hulzen Asset Management sold 6,713 Willdan Group shares in Q4 2018, an estimated $228K.
  • Van Hulzen Asset Management first reported a position in Willdan Group in Q3 2018 and held it in 1 quarter.
  • Van Hulzen Asset Management's Willdan Group position peaked at $228K in Q3 2018.
  • 95 funds tracked by Wall St. Rank held Willdan Group as of Q4 2018.

Based on Van Hulzen Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.