Waddell & Reed Financial’s Willdan Group WLDN Stock Holding History

Waddell & Reed Financial’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
2019 Q2	–	Sell	-80,320	Closed	-$2.98M	–	519
2019 Q1	$2.98M	Sell	80,320 -2,260	-3%	-$80.4K	0.01%	465
2018 Q4	$2.89M	Buy	82,580 +35,880	+77%	+$1.23M	0.01%	462
2018 Q3	$1.59M	Hold	46,700	–	–	﹤0.01%	525
2018 Q2	$1.45M	Hold	46,700	–	–	﹤0.01%	521
2018 Q1	$1.32M	Hold	46,700	–	–	﹤0.01%	509
2017 Q4	$1.12M	Buy	+46,700	New	+$1.27M	﹤0.01%	513

Other funds holding WLDN

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Waddell & Reed Financial's WLDN Position: Q2 2019 in Review

Waddell & Reed Financial sold out of Willdan Group (WLDN) in Q2 2019, closing a stake of 80,320 shares — an estimated $2.98M sold.

Waddell & Reed Financial first reported a position in WLDN in Q4 2017 and held it in 6 quarters. The position peaked at $2.98M in Q1 2019. 102 funds tracked by Wall St. Rank hold WLDN as of Q2 2019.

Waddell & Reed Financial reported no remaining Willdan Group position as of Q2 2019 after selling out during the quarter.
Waddell & Reed Financial sold 80,320 Willdan Group shares in Q2 2019, an estimated $2.98M.
Waddell & Reed Financial first reported a position in Willdan Group in Q4 2017 and held it in 6 quarters.
Waddell & Reed Financial's Willdan Group position peaked at $2.98M in Q1 2019.
102 funds tracked by Wall St. Rank held Willdan Group as of Q2 2019.

Based on Waddell & Reed Financial's 13F filing for Q2 2019, filed 14 Aug 2019.