Cerity Partners
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Cerity Partners’s JELD-WEN Holding JELD Stock Holding History

Cerity Partners’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
Q2 		– Sell
-11,184
Closed -$237K – 2313
2024
Q1 		$237K Buy
+11,184
New +$209K ﹤0.01% 2006

Other funds holding JELD

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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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners's JELD Position: Q2 2024 in Review

Cerity Partners sold out of JELD-WEN Holding (JELD) in Q2 2024, closing a stake of 11,184 shares — an estimated $237K sold.

Cerity Partners first reported a position in JELD in Q1 2024 and held it in 1 quarter. The position peaked at $237K in Q1 2024. 170 funds tracked by Wall St. Rank hold JELD as of Q2 2024.

  • Cerity Partners reported no remaining JELD-WEN Holding position as of Q2 2024 after selling out during the quarter.
  • Cerity Partners sold 11,184 JELD-WEN Holding shares in Q2 2024, an estimated $237K.
  • Cerity Partners first reported a position in JELD-WEN Holding in Q1 2024 and held it in 1 quarter.
  • Cerity Partners's JELD-WEN Holding position peaked at $237K in Q1 2024.
  • 170 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2024.

Based on Cerity Partners's 13F filing for Q2 2024, filed 13 Aug 2024.