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Harvest Fund Management’s JELD-WEN Holding JELD Stock Holding History

Harvest Fund 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
2024
Q1 		– Sell
-2,505
Closed -$47K – 715
2023
Q4 		$47K Buy
+2,505
New +$37.2K 0.01% 426
2022
Q2 		– Sell
-271
Closed -$5K – 737
2022
Q1 		$5K Hold
271
– – ﹤0.01% 696
2021
Q4 		$7K Sell
271
-786
-74% -$20.4K ﹤0.01% 715
2021
Q3 		$26K Hold
1,057
– – 0.01% 561
2021
Q2 		$28K Hold
1,057
– – ﹤0.01% 585
2021
Q1 		$29K Buy
+1,057
New +$29.4K ﹤0.01% 579

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 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
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Fund Management's JELD Position: Q1 2024 in Review

Harvest Fund Management sold out of JELD-WEN Holding (JELD) in Q1 2024, closing a stake of 2,505 shares — an estimated $47K sold.

Harvest Fund Management first reported a position in JELD in Q1 2021 and held it in 6 quarters. The position peaked at $47K in Q4 2023. 184 funds tracked by Wall St. Rank hold JELD as of Q1 2024.

  • Harvest Fund Management reported no remaining JELD-WEN Holding position as of Q1 2024 after selling out during the quarter.
  • Harvest Fund Management sold 2,505 JELD-WEN Holding shares in Q1 2024, an estimated $47K.
  • Harvest Fund Management first reported a position in JELD-WEN Holding in Q1 2021 and held it in 6 quarters.
  • Harvest Fund Management's JELD-WEN Holding position peaked at $47K in Q4 2023.
  • 184 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q1 2024.

Based on Harvest Fund Management's 13F filing for Q1 2024, filed 14 May 2024.