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Bogle Investment Management’s JELD-WEN Holding JELD Stock Holding History

Bogle 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
2020
Q4 		– Sell
-16,611
Closed -$375K – 206
2020
Q3 		$375K Buy
16,611
+3,700
+29% +$75.7K 0.11% 185
2020
Q2 		$208K Buy
+12,911
New +$170K 0.03% 287

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 $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

Bogle Investment Management's JELD Position: Q4 2020 in Review

Bogle Investment Management sold out of JELD-WEN Holding (JELD) in Q4 2020, closing a stake of 16,611 shares — an estimated $375K sold.

Bogle Investment Management first reported a position in JELD in Q2 2020 and held it in 2 quarters. The position peaked at $375K in Q3 2020. 154 funds tracked by Wall St. Rank hold JELD as of Q4 2020.

  • Bogle Investment Management reported no remaining JELD-WEN Holding position as of Q4 2020 after selling out during the quarter.
  • Bogle Investment Management sold 16,611 JELD-WEN Holding shares in Q4 2020, an estimated $375K.
  • Bogle Investment Management first reported a position in JELD-WEN Holding in Q2 2020 and held it in 2 quarters.
  • Bogle Investment Management's JELD-WEN Holding position peaked at $375K in Q3 2020.
  • 154 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q4 2020.

Based on Bogle Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.