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Berman Capital Advisors’s JELD-WEN Holding JELD Stock Holding History

Berman Capital 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
2021
Q3 		$1K Buy
+48
New +$1.28K ﹤0.01% 1894
2019
Q3 		– Sell
-158
Closed -$3K – 1509
2019
Q2 		$3K Buy
158
+113
+251% +$2.28K ﹤0.01% 1095
2019
Q1 		$0 Buy
+45
New +$810 ﹤0.01% 1403

Other funds holding JELD

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $167B AUM 44.17% 1-Year Est. Return

Berman Capital Advisors's JELD Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in JELD-WEN Holding (JELD) in Q3 2021: 48 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1894 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in JELD as recently as Q2 2019.

Berman Capital Advisors first reported a position in JELD in Q1 2019 and has held it in 3 quarters since. The position peaked at $3K in Q2 2019. 153 funds tracked by Wall St. Rank hold JELD as of Q3 2021.

  • Berman Capital Advisors held 48 shares of JELD-WEN Holding worth $1K as of Q3 2021.
  • JELD-WEN Holding was a new Berman Capital Advisors position in Q3 2021.
  • JELD-WEN Holding made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1894 holding.
  • Berman Capital Advisors first reported a position in JELD-WEN Holding in Q1 2019 and has held it in 3 quarters since.
  • Berman Capital Advisors's JELD-WEN Holding position peaked at $3K in Q2 2019.
  • 153 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.