Vestor Capital’s Willdan Group WLDN Stock Holding History

Vestor Capital’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 Q1	–	Sell	-2,000	Closed	-$64K	–	162
2019 Q4	$64K	Hold	2,000	–	–	0.01%	133
2019 Q3	$70K	Hold	2,000	–	–	0.01%	110
2019 Q2	$75K	Sell	2,000 -150	-7%	-$5.42K	0.01%	95
2019 Q1	$80K	Sell	2,150 -1,500	-41%	-$53.4K	0.01%	106
2018 Q4	$128K	Buy	+3,650	New	+$125K	0.03%	77

Other funds holding WLDN

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Vestor Capital's WLDN Position: Q1 2020 in Review

Vestor Capital sold out of Willdan Group (WLDN) in Q1 2020, closing a stake of 2,000 shares — an estimated $64K sold.

Vestor Capital first reported a position in WLDN in Q4 2018 and held it in 5 quarters. The position peaked at $128K in Q4 2018. 89 funds tracked by Wall St. Rank hold WLDN as of Q1 2020.

Vestor Capital reported no remaining Willdan Group position as of Q1 2020 after selling out during the quarter.
Vestor Capital sold 2,000 Willdan Group shares in Q1 2020, an estimated $64K.
Vestor Capital first reported a position in Willdan Group in Q4 2018 and held it in 5 quarters.
Vestor Capital's Willdan Group position peaked at $128K in Q4 2018.
89 funds tracked by Wall St. Rank held Willdan Group as of Q1 2020.

Based on Vestor Capital's 13F filing for Q1 2020, filed 14 May 2020.