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Denali Advisors’s JELD-WEN Holding JELD Stock Holding History

Denali 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
2023
Q2 		– Sell
-116
Closed -$1.47K – 495
2023
Q1 		$1.47K Sell
116
-31
-21% -$383 ﹤0.01% 387
2022
Q4 		$1.42K Buy
+147
New +$1.43K ﹤0.01% 375
2020
Q2 		– Sell
-54,700
Closed -$532K – 372
2020
Q1 		$532K Hold
54,700
– – 0.12% 154
2019
Q4 		$1.28M Hold
54,700
– – 0.18% 129
2019
Q3 		$1.05M Buy
54,700
+36,600
+202% +$708K 0.15% 142
2019
Q2 		$384K Buy
18,100
+12,400
+218% +$250K 0.06% 160
2019
Q1 		$101K Buy
+5,700
New +$103K 0.02% 173

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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 $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 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

Denali Advisors's JELD Position: Q2 2023 in Review

Denali Advisors sold out of JELD-WEN Holding (JELD) in Q2 2023, closing a stake of 116 shares — an estimated $1.47K sold.

Denali Advisors first reported a position in JELD in Q1 2019 and held it in 7 quarters. The position peaked at $1.28M in Q4 2019. 166 funds tracked by Wall St. Rank hold JELD as of Q2 2023.

  • Denali Advisors reported no remaining JELD-WEN Holding position as of Q2 2023 after selling out during the quarter.
  • Denali Advisors sold 116 JELD-WEN Holding shares in Q2 2023, an estimated $1.47K.
  • Denali Advisors first reported a position in JELD-WEN Holding in Q1 2019 and held it in 7 quarters.
  • Denali Advisors's JELD-WEN Holding position peaked at $1.28M in Q4 2019.
  • 166 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2023.

Based on Denali Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.