Lee Financial’s JELD-WEN Holding JELD Stock Holding History

Lee Financial’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
2018 Q3	–	Sell	-200	Closed	-$6K	–	590
2018 Q2	$6K	Sell	200 -200	-50%	-$5.8K	﹤0.01%	594
2018 Q1	$12K	Buy	400 +200	+100%	+$7.25K	﹤0.01%	439
2017 Q4	$8K	Hold	200	–	–	﹤0.01%	374
2017 Q3	$7K	Hold	200	–	–	﹤0.01%	389
2017 Q2	$6K	Buy	+200	New	+$6.48K	﹤0.01%	388

Other funds holding JELD

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

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

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

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

ELI

Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

ICM

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

Lee Financial's JELD Position: Q3 2018 in Review

Lee Financial sold out of JELD-WEN Holding (JELD) in Q3 2018, closing a stake of 200 shares — an estimated $6K sold.

Lee Financial first reported a position in JELD in Q2 2017 and held it in 5 quarters. The position peaked at $12K in Q1 2018. 127 funds tracked by Wall St. Rank hold JELD as of Q3 2018.

Lee Financial reported no remaining JELD-WEN Holding position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 200 JELD-WEN Holding shares in Q3 2018, an estimated $6K.
Lee Financial first reported a position in JELD-WEN Holding in Q2 2017 and held it in 5 quarters.
Lee Financial's JELD-WEN Holding position peaked at $12K in Q1 2018.
127 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.