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Winton Group’s Willdan Group WLDN Stock Holding History

Winton Group’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
Q4 		– Sell
-9,594
Closed -$245K – 1530
2020
Q3 		$245K Sell
9,594
-817
-8% -$22K 0.01% 1303
2020
Q2 		$260K Buy
+10,411
New +$239K 0.01% 1313
2020
Q1 		– Sell
-6,695
Closed -$213K – 1560
2019
Q4 		$213K Sell
6,695
-6,873
-51% -$218K ﹤0.01% 1434
2019
Q3 		$476K Buy
13,568
+7,160
+112% +$255K 0.01% 1108
2019
Q2 		$239K Sell
6,408
-5,252
-45% -$190K ﹤0.01% 963
2019
Q1 		$432K Buy
+11,660
New +$415K 0.01% 644

Other funds holding WLDN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Winton Group's WLDN Position: Q4 2020 in Review

Winton Group sold out of Willdan Group (WLDN) in Q4 2020, closing a stake of 9,594 shares — an estimated $245K sold.

Winton Group first reported a position in WLDN in Q1 2019 and held it in 6 quarters. The position peaked at $476K in Q3 2019. 97 funds tracked by Wall St. Rank hold WLDN as of Q4 2020.

  • Winton Group reported no remaining Willdan Group position as of Q4 2020 after selling out during the quarter.
  • Winton Group sold 9,594 Willdan Group shares in Q4 2020, an estimated $245K.
  • Winton Group first reported a position in Willdan Group in Q1 2019 and held it in 6 quarters.
  • Winton Group's Willdan Group position peaked at $476K in Q3 2019.
  • 97 funds tracked by Wall St. Rank held Willdan Group as of Q4 2020.

Based on Winton Group's 13F filing for Q4 2020, filed 12 Feb 2021.