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Access Investment Management’s JELD-WEN Holding JELD Stock Holding History

Access Investment Management’s Portfolio JELD Stock Details JELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$491K Sell
60,000
-53,120
-47% -$639K 0.14% 66
2024
Q3 		$1.79M Buy
113,120
+90
+0.1% +$1.32K 0.54% 44
2024
Q2 		$1.52M Buy
113,030
+445
+0.4% +$7.43K 0.49% 44
2024
Q1 		$2.39M Buy
112,585
+65
+0.1% +$1.21K 0.79% 37
2023
Q4 		$2.12M Buy
+112,520
New +$1.67M 0.79% 34

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Access Investment Management's JELD Position: Q4 2024 in Review

Access Investment Management reduced its JELD-WEN Holding (JELD) stake by 47% in Q4 2024, selling an estimated $639K and leaving 60,000 shares worth $491K. The position accounts for 0.14% of the portfolio, ranked #66.

Access Investment Management first reported a position in JELD in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.39M in Q1 2024. 180 funds tracked by Wall St. Rank hold JELD as of Q4 2024.

  • Access Investment Management held 60,000 shares of JELD-WEN Holding worth $491K as of Q4 2024.
  • Access Investment Management sold 53,120 JELD-WEN Holding shares in Q4 2024, an estimated $639K.
  • JELD-WEN Holding made up 0.14% of Access Investment Management's portfolio in Q4 2024, its #66 holding.
  • Access Investment Management first reported a position in JELD-WEN Holding in Q4 2023 and has held it in 5 quarters since.
  • Access Investment Management's JELD-WEN Holding position peaked at $2.39M in Q1 2024.
  • 180 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q4 2024.

Based on Access Investment Management's 13F filing for Q4 2024, filed 4 Feb 2025.