Ladenburg Thalmann Financial Services’s JELD-WEN Holding JELD Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$213K	Sell	9,078 -8,636	-49%	-$178K	﹤0.01%	2445
2019 Q3	$342K	Sell	17,714 -2,139	-11%	-$41.4K	﹤0.01%	2059
2019 Q2	$422K	Buy	19,853 +1,160	+6%	+$23.4K	﹤0.01%	1883
2019 Q1	$330K	Buy	18,693 +923	+5%	+$16.6K	﹤0.01%	2010
2018 Q4	$253K	Sell	17,770 -783	-4%	-$13.9K	﹤0.01%	2058
2018 Q3	$458K	Buy	18,553 +904	+5%	+$24.1K	﹤0.01%	1680
2018 Q2	$540K	Hold	17,649	–	–	0.01%	1501
2018 Q1	$540K	Buy	17,649 +11,551	+189%	+$419K	0.01%	1501
2017 Q4	$240K	Buy	6,098 +4,848	+388%	+$180K	﹤0.01%	2074
2017 Q3	$44K	Buy	+1,250	New	+$39.6K	﹤0.01%	3172

Other funds holding JELD

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ICM

IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ladenburg Thalmann Financial Services's JELD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its JELD-WEN Holding (JELD) stake by 49% in Q4 2019, selling an estimated $178K and leaving 9,078 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

Ladenburg Thalmann Financial Services first reported a position in JELD in Q3 2017 and has held it in 10 quarters since. The position peaked at $540K in Q2 2018. 150 funds tracked by Wall St. Rank hold JELD as of Q4 2019.

Ladenburg Thalmann Financial Services held 9,078 shares of JELD-WEN Holding worth $213K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 8,636 JELD-WEN Holding shares in Q4 2019, an estimated $178K.
JELD-WEN Holding made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2445 holding.
Ladenburg Thalmann Financial Services first reported a position in JELD-WEN Holding in Q3 2017 and has held it in 10 quarters since.
Ladenburg Thalmann Financial Services's JELD-WEN Holding position peaked at $540K in Q2 2018.
150 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.