IA
JELD icon

IndexIQ Advisors’s JELD-WEN Holding JELD Stock Holding History

IndexIQ Advisors’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
2020
Q1 		– Sell
-45,930
Closed -$1.07M – 1098
2019
Q4 		$1.07M Sell
45,930
-14,579
-24% -$300K 0.04% 238
2019
Q3 		$1.17M Sell
60,509
-11,333
-16% -$219K 0.04% 290
2019
Q2 		$1.52M Sell
71,842
-19,450
-21% -$392K 0.05% 217
2019
Q1 		$1.61M Buy
+91,292
New +$1.64M 0.05% 218

Other funds holding JELD

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IndexIQ Advisors's JELD Position: Q1 2020 in Review

IndexIQ Advisors sold out of JELD-WEN Holding (JELD) in Q1 2020, closing a stake of 45,930 shares — an estimated $1.07M sold.

IndexIQ Advisors first reported a position in JELD in Q1 2019 and held it in 4 quarters. The position peaked at $1.61M in Q1 2019. 140 funds tracked by Wall St. Rank hold JELD as of Q1 2020.

  • IndexIQ Advisors reported no remaining JELD-WEN Holding position as of Q1 2020 after selling out during the quarter.
  • IndexIQ Advisors sold 45,930 JELD-WEN Holding shares in Q1 2020, an estimated $1.07M.
  • IndexIQ Advisors first reported a position in JELD-WEN Holding in Q1 2019 and held it in 4 quarters.
  • IndexIQ Advisors's JELD-WEN Holding position peaked at $1.61M in Q1 2019.
  • 140 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q1 2020.

Based on IndexIQ Advisors's 13F filing for Q1 2020, filed 8 May 2020.