Janney Montgomery Scott
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Janney Montgomery Scott’s JELD-WEN Holding JELD Stock Holding History

Janney Montgomery Scott’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
2023
Q2 		– Sell
-33,838
Closed -$428K – 2683
2023
Q1 		$428K Sell
33,838
-1,079
-3% -$13.3K ﹤0.01% 1815
2022
Q4 		$337K Buy
+34,917
New +$339K ﹤0.01% 2036

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janney Montgomery Scott's JELD Position: Q2 2023 in Review

Janney Montgomery Scott sold out of JELD-WEN Holding (JELD) in Q2 2023, closing a stake of 33,838 shares — an estimated $428K sold.

Janney Montgomery Scott first reported a position in JELD in Q4 2022 and held it in 2 quarters. The position peaked at $428K in Q1 2023. 166 funds tracked by Wall St. Rank hold JELD as of Q2 2023.

  • Janney Montgomery Scott reported no remaining JELD-WEN Holding position as of Q2 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 33,838 JELD-WEN Holding shares in Q2 2023, an estimated $428K.
  • Janney Montgomery Scott first reported a position in JELD-WEN Holding in Q4 2022 and held it in 2 quarters.
  • Janney Montgomery Scott's JELD-WEN Holding position peaked at $428K in Q1 2023.
  • 166 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2023.

Based on Janney Montgomery Scott's 13F filing for Q2 2023, filed 26 Jul 2023.