Franklin Resources’s JELD-WEN Holding JELD Stock Holding History

Franklin Resources’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 Q4	–	Sell	-271,297	Closed	-$4.19M	–	2974
2024 Q3	$4.19M	Sell	271,297 -7,794	-3%	-$114K	﹤0.01%	1426
2024 Q2	$3.76M	Sell	279,091 -32,719	-10%	-$546K	﹤0.01%	1436
2024 Q1	$6.62M	Buy	311,810 +260,258	+505%	+$4.86M	﹤0.01%	1225
2023 Q4	$973K	Buy	51,552 +14,049	+37%	+$209K	﹤0.01%	1655
2023 Q3	$501K	Buy	37,503 +55	+0.1%	+$862	﹤0.01%	1911
2023 Q2	$657K	Buy	+37,448	New	+$522K	﹤0.01%	1841
2019 Q1	–	Sell	-29,317	Closed	-$417K	–	1509
2018 Q4	$417K	Sell	29,317 -74,042	-72%	-$1.31M	﹤0.01%	1365
2018 Q3	$2.55M	Buy	103,359 +16,724	+19%	+$445K	﹤0.01%	1176
2018 Q2	$2.48M	Buy	+86,635	New	+$2.51M	﹤0.01%	1159

Other funds holding JELD

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources's JELD Position: Q4 2024 in Review

Franklin Resources sold out of JELD-WEN Holding (JELD) in Q4 2024, closing a stake of 271,297 shares — an estimated $4.19M sold.

Franklin Resources first reported a position in JELD in Q2 2018 and held it in 9 quarters. The position peaked at $6.62M in Q1 2024. 180 funds tracked by Wall St. Rank hold JELD as of Q4 2024.

Franklin Resources reported no remaining JELD-WEN Holding position as of Q4 2024 after selling out during the quarter.
Franklin Resources sold 271,297 JELD-WEN Holding shares in Q4 2024, an estimated $4.19M.
Franklin Resources first reported a position in JELD-WEN Holding in Q2 2018 and held it in 9 quarters.
Franklin Resources's JELD-WEN Holding position peaked at $6.62M in Q1 2024.
180 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q4 2024.

Based on Franklin Resources's 13F filing for Q4 2024, filed 12 Feb 2025.