Joel Greenblatt’s JELD-WEN Holding JELD Stock Holding History

Joel Greenblatt’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 Q3	–	Sell	-19,595	Closed	-$264K	–	1475
2024 Q2	$264K	Sell	19,595 -3,483	-15%	-$58.2K	﹤0.01%	1268
2024 Q1	$490K	Buy	23,078 +359	+2%	+$6.71K	0.01%	1061
2023 Q4	$429K	Buy	22,719 +6,596	+41%	+$98K	0.01%	1036
2023 Q3	$215K	Buy	+16,123	New	+$253K	﹤0.01%	1214
2020 Q2	–	Sell	-33,186	Closed	-$323K	–	1126
2020 Q1	$323K	Sell	33,186 -9,836	-23%	-$196K	0.01%	818
2019 Q4	$1.01M	Sell	43,022 -27,460	-39%	-$565K	0.02%	618
2019 Q3	$1.36M	Sell	70,482 -30,045	-30%	-$581K	0.02%	522
2019 Q2	$2.13M	Sell	100,527 -82,823	-45%	-$1.67M	0.03%	488
2019 Q1	$3.24M	Buy	183,350 +118,814	+184%	+$2.14M	0.05%	413
2018 Q4	$917K	Buy	+64,536	New	+$1.14M	0.01%	651
2017 Q2	–	Sell	-17,691	Closed	-$581K	–	1027
2017 Q1	$581K	Buy	+17,691	New	+$539K	0.01%	739

Other funds holding JELD

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Joel Greenblatt's JELD Position: Q3 2024 in Review

Joel Greenblatt sold out of JELD-WEN Holding (JELD) in Q3 2024, closing a stake of 19,595 shares — an estimated $264K sold.

Joel Greenblatt first reported a position in JELD in Q1 2017 and held it in 11 quarters. The position peaked at $3.24M in Q1 2019. 168 funds tracked by Wall St. Rank hold JELD as of Q3 2024.

Joel Greenblatt reported no remaining JELD-WEN Holding position as of Q3 2024 after selling out during the quarter.
Joel Greenblatt sold 19,595 JELD-WEN Holding shares in Q3 2024, an estimated $264K.
Joel Greenblatt first reported a position in JELD-WEN Holding in Q1 2017 and held it in 11 quarters.
Joel Greenblatt's JELD-WEN Holding position peaked at $3.24M in Q1 2019.
168 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q3 2024.

Based on Gotham Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.