EP
JELD icon

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

Edgestream 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
Q3 		– Sell
-60,624
Closed -$817K – 964
2024
Q2 		$817K Buy
+60,624
New +$1.01M 0.04% 567

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Edgestream Partners's JELD Position: Q3 2024 in Review

Edgestream Partners sold out of JELD-WEN Holding (JELD) in Q3 2024, closing a stake of 60,624 shares — an estimated $817K sold.

Edgestream Partners first reported a position in JELD in Q2 2024 and held it in 1 quarter. The position peaked at $817K in Q2 2024. 168 funds tracked by Wall St. Rank hold JELD as of Q3 2024.

  • Edgestream Partners reported no remaining JELD-WEN Holding position as of Q3 2024 after selling out during the quarter.
  • Edgestream Partners sold 60,624 JELD-WEN Holding shares in Q3 2024, an estimated $817K.
  • Edgestream Partners first reported a position in JELD-WEN Holding in Q2 2024 and held it in 1 quarter.
  • Edgestream Partners's JELD-WEN Holding position peaked at $817K in Q2 2024.
  • 168 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q3 2024.

Based on Edgestream Partners's 13F filing for Q3 2024, filed 14 Nov 2024.