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Hennessy Advisors Inc’s JELD-WEN Holding JELD Stock Holding History

Hennessy Advisors Inc’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
2025
Q2 		– Sell
-428,300
Closed -$2.56M – 366
2025
Q1 		$2.56M Sell
428,300
-48,900
-10% -$363K 0.09% 204
2024
Q4 		$3.91M Buy
477,200
+30,400
+7% +$366K 0.12% 167
2024
Q3 		$7.06M Buy
446,800
+50,200
+13% +$737K 0.23% 113
2024
Q2 		$5.34M Buy
+396,600
New +$6.62M 0.2% 137
2021
Q1 		– Sell
-101,800
Closed -$2.58M – 310
2020
Q4 		$2.58M Sell
101,800
-2,700
-3% -$64.7K 0.17% 191
2020
Q3 		$2.36M Sell
104,500
-4,300
-4% -$88K 0.16% 163
2020
Q2 		$1.75M Sell
108,800
-4,400
-4% -$58K 0.12% 217
2020
Q1 		$1.1M Buy
+113,200
New +$2.26M 0.08% 240

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