Cassady Schiller Wealth Management’s JELD-WEN Holding JELD Stock Holding History

Cassady Schiller Wealth 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
2024 Q4	$500	Buy	+61	New	+$734	﹤0.01%	981

Other funds holding JELD

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's JELD Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in JELD-WEN Holding (JELD) in Q4 2024: 61 shares worth $500. The stake represents ﹤0.01% of the portfolio and ranks #981 among its holdings.

180 funds tracked by Wall St. Rank hold JELD as of Q4 2024.

Cassady Schiller Wealth Management held 61 shares of JELD-WEN Holding worth $500 as of Q4 2024.
JELD-WEN Holding was a new Cassady Schiller Wealth Management position in Q4 2024.
JELD-WEN Holding made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #981 holding.
180 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.