EIM
JELD icon

Essex Investment Management’s JELD-WEN Holding JELD Stock Holding History

Essex Investment 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
2018
Q2 		– Sell
-72,784
Closed -$2.23M – 414
2018
Q1 		$2.23M Sell
72,784
-15,583
-18% -$565K 0.29% 103
2017
Q4 		$3.48M Sell
88,367
-314
-0.4% -$11.7K 0.46% 51
2017
Q3 		$3.15M Buy
88,681
+245
+0.3% +$7.76K 0.43% 53
2017
Q2 		$2.87M Buy
88,436
+23,348
+36% +$757K 0.41% 63
2017
Q1 		$2.14M Buy
+65,088
New +$1.98M 0.34% 79

Other funds holding JELD

HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

Essex Investment Management's JELD Position: Q2 2018 in Review

Essex Investment Management sold out of JELD-WEN Holding (JELD) in Q2 2018, closing a stake of 72,784 shares — an estimated $2.23M sold.

Essex Investment Management first reported a position in JELD in Q1 2017 and held it in 5 quarters. The position peaked at $3.48M in Q4 2017. 134 funds tracked by Wall St. Rank hold JELD as of Q2 2018.

  • Essex Investment Management reported no remaining JELD-WEN Holding position as of Q2 2018 after selling out during the quarter.
  • Essex Investment Management sold 72,784 JELD-WEN Holding shares in Q2 2018, an estimated $2.23M.
  • Essex Investment Management first reported a position in JELD-WEN Holding in Q1 2017 and held it in 5 quarters.
  • Essex Investment Management's JELD-WEN Holding position peaked at $3.48M in Q4 2017.
  • 134 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2018.

Based on Essex Investment Management's 13F filing for Q2 2018, filed 17 Jul 2018.