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Bell Investment Advisors’s JELD-WEN Holding JELD Stock Holding History

Bell Investment Advisors’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
2022
Q3 		– Sell
-53
Closed -$1K – 1834
2022
Q2 		$1K Buy
+53
New +$963 ﹤0.01% 1472
2021
Q4 		– Sell
-39
Closed -$1K – 1863
2021
Q3 		$1K Buy
+39
New +$1.04K ﹤0.01% 1429

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bell Investment Advisors's JELD Position: Q3 2022 in Review

Bell Investment Advisors sold out of JELD-WEN Holding (JELD) in Q3 2022, closing a stake of 53 shares — an estimated $1K sold.

Bell Investment Advisors first reported a position in JELD in Q3 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 168 funds tracked by Wall St. Rank hold JELD as of Q3 2022.

  • Bell Investment Advisors reported no remaining JELD-WEN Holding position as of Q3 2022 after selling out during the quarter.
  • Bell Investment Advisors sold 53 JELD-WEN Holding shares in Q3 2022, an estimated $1K.
  • Bell Investment Advisors first reported a position in JELD-WEN Holding in Q3 2021 and held it in 2 quarters.
  • Bell Investment Advisors's JELD-WEN Holding position peaked at $1K in Q2 2022.
  • 168 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q3 2022.

Based on Bell Investment Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.