AIM
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Assured Investment Management’s JELD-WEN Holding JELD Stock Holding History

Assured 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
2019
Q3 		– Sell
-27,545
Closed -$585K – 27
2019
Q2 		$585K Buy
27,545
+13,463
+96% +$271K 0.15% 36
2019
Q1 		$249K Buy
+14,082
New +$253K ﹤0.01% 756

Other funds holding JELD

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

Assured Investment Management's JELD Position: Q3 2019 in Review

Assured Investment Management sold out of JELD-WEN Holding (JELD) in Q3 2019, closing a stake of 27,545 shares — an estimated $585K sold.

Assured Investment Management first reported a position in JELD in Q1 2019 and held it in 2 quarters. The position peaked at $585K in Q2 2019. 134 funds tracked by Wall St. Rank hold JELD as of Q3 2019.

  • Assured Investment Management reported no remaining JELD-WEN Holding position as of Q3 2019 after selling out during the quarter.
  • Assured Investment Management sold 27,545 JELD-WEN Holding shares in Q3 2019, an estimated $585K.
  • Assured Investment Management first reported a position in JELD-WEN Holding in Q1 2019 and held it in 2 quarters.
  • Assured Investment Management's JELD-WEN Holding position peaked at $585K in Q2 2019.
  • 134 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q3 2019.

Based on Assured Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.