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Jackson Creek Investment Advisors’s JELD-WEN Holding JELD Stock Holding History

Jackson Creek Investment 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
2021
Q3 		– Sell
-32,694
Closed -$859K – 319
2021
Q2 		$859K Sell
32,694
-3,909
-11% -$111K 0.32% 176
2021
Q1 		$1.01M Sell
36,603
-1,088
-3% -$30.2K 0.35% 156
2020
Q4 		$956K Sell
37,691
-61
-0.2% -$1.46K 0.37% 134
2020
Q3 		$853K Buy
+37,752
New +$772K 0.39% 95

Other funds holding JELD

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
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Jackson Creek Investment Advisors's JELD Position: Q3 2021 in Review

Jackson Creek Investment Advisors sold out of JELD-WEN Holding (JELD) in Q3 2021, closing a stake of 32,694 shares — an estimated $859K sold.

Jackson Creek Investment Advisors first reported a position in JELD in Q3 2020 and held it in 4 quarters. The position peaked at $1.01M in Q1 2021. 153 funds tracked by Wall St. Rank hold JELD as of Q3 2021.

  • Jackson Creek Investment Advisors reported no remaining JELD-WEN Holding position as of Q3 2021 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 32,694 JELD-WEN Holding shares in Q3 2021, an estimated $859K.
  • Jackson Creek Investment Advisors first reported a position in JELD-WEN Holding in Q3 2020 and held it in 4 quarters.
  • Jackson Creek Investment Advisors's JELD-WEN Holding position peaked at $1.01M in Q1 2021.
  • 153 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q3 2021.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.