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Ergoteles’s JELD-WEN Holding JELD Stock Holding History

Ergoteles’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
Q1 		– Sell
-37,569
Closed -$363K – 1500
2022
Q4 		$363K Buy
+37,569
New +$365K 0.01% 838
2022
Q1 		– Sell
-14,520
Closed -$383K – 1430
2021
Q4 		$383K Buy
+14,520
New +$377K 0.01% 750

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Ergoteles's JELD Position: Q1 2023 in Review

Ergoteles sold out of JELD-WEN Holding (JELD) in Q1 2023, closing a stake of 37,569 shares — an estimated $363K sold.

Ergoteles first reported a position in JELD in Q4 2021 and held it in 2 quarters. The position peaked at $383K in Q4 2021. 173 funds tracked by Wall St. Rank hold JELD as of Q1 2023.

  • Ergoteles reported no remaining JELD-WEN Holding position as of Q1 2023 after selling out during the quarter.
  • Ergoteles sold 37,569 JELD-WEN Holding shares in Q1 2023, an estimated $363K.
  • Ergoteles first reported a position in JELD-WEN Holding in Q4 2021 and held it in 2 quarters.
  • Ergoteles's JELD-WEN Holding position peaked at $383K in Q4 2021.
  • 173 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.