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Aperio Group’s JELD-WEN Holding JELD Stock Holding History

Aperio Group’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
2020
Q4 		$331K Sell
13,056
-356
-3% -$8.54K ﹤0.01% 2141
2020
Q3 		$303K Buy
13,412
+792
+6% +$16.2K ﹤0.01% 2064
2020
Q2 		$203K Buy
+12,620
New +$166K ﹤0.01% 2172
2019
Q3 		– Sell
-5,530
Closed -$117K – 2532
2019
Q2 		$117K Buy
+5,530
New +$112K ﹤0.01% 2339
2018
Q1 		– Sell
-11,467
Closed -$451K – 2257
2017
Q4 		$451K Buy
+11,467
New +$426K ﹤0.01% 1747

Other funds holding JELD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

Aperio Group's JELD Position: Q4 2020 in Review

Aperio Group reduced its JELD-WEN Holding (JELD) stake by 2.7% in Q4 2020, selling an estimated $8.54K and leaving 13,056 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #2141.

Aperio Group first reported a position in JELD in Q4 2017 and has held it in 5 quarters since. The position peaked at $451K in Q4 2017. 154 funds tracked by Wall St. Rank hold JELD as of Q4 2020.

  • Aperio Group held 13,056 shares of JELD-WEN Holding worth $331K as of Q4 2020.
  • Aperio Group sold 356 JELD-WEN Holding shares in Q4 2020, an estimated $8.54K.
  • JELD-WEN Holding made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2141 holding.
  • Aperio Group first reported a position in JELD-WEN Holding in Q4 2017 and has held it in 5 quarters since.
  • Aperio Group's JELD-WEN Holding position peaked at $451K in Q4 2017.
  • 154 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.