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Belpointe Asset Management’s JELD-WEN Holding JELD Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-430
Closed -$5.44K – 2004
2023
Q1 		$5.44K Buy
+430
New +$5.32K ﹤0.01% 2981

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 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

Belpointe Asset Management's JELD Position: Q2 2023 in Review

Belpointe Asset Management sold out of JELD-WEN Holding (JELD) in Q2 2023, closing a stake of 430 shares — an estimated $5.44K sold.

Belpointe Asset Management first reported a position in JELD in Q1 2023 and held it in 1 quarter. The position peaked at $5.44K in Q1 2023. 166 funds tracked by Wall St. Rank hold JELD as of Q2 2023.

  • Belpointe Asset Management reported no remaining JELD-WEN Holding position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 430 JELD-WEN Holding shares in Q2 2023, an estimated $5.44K.
  • Belpointe Asset Management first reported a position in JELD-WEN Holding in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's JELD-WEN Holding position peaked at $5.44K in Q1 2023.
  • 166 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.