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C.M. Bidwell & Associates’s JELD-WEN Holding JELD Stock Holding History

C.M. Bidwell & Associates’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
2024
Q1 		– Sell
-2,565
Closed -$48.4K – 514
2023
Q4 		$48.4K Sell
2,565
-7,805
-75% -$116K 0.04% 221
2023
Q3 		$139K Sell
10,370
-116
-1% -$1.82K 0.11% 165
2023
Q2 		$184K Hold
10,486
– – 0.13% 130
2023
Q1 		$133K Buy
+10,486
New +$130K 0.1% 178

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

C.M. Bidwell & Associates's JELD Position: Q1 2024 in Review

C.M. Bidwell & Associates sold out of JELD-WEN Holding (JELD) in Q1 2024, closing a stake of 2,565 shares — an estimated $48.4K sold.

C.M. Bidwell & Associates first reported a position in JELD in Q1 2023 and held it in 4 quarters. The position peaked at $184K in Q2 2023. 184 funds tracked by Wall St. Rank hold JELD as of Q1 2024.

  • C.M. Bidwell & Associates reported no remaining JELD-WEN Holding position as of Q1 2024 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 2,565 JELD-WEN Holding shares in Q1 2024, an estimated $48.4K.
  • C.M. Bidwell & Associates first reported a position in JELD-WEN Holding in Q1 2023 and held it in 4 quarters.
  • C.M. Bidwell & Associates's JELD-WEN Holding position peaked at $184K in Q2 2023.
  • 184 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q1 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2024, filed 14 May 2024.