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Obermeyer Wealth Partners’s JELD-WEN Holding JELD Stock Holding History

Obermeyer Wealth Partners’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
Q4 		– Sell
-932,199
Closed -$23M – 117
2018
Q3 		$23M Buy
932,199
+10,779
+1% +$287K 1.94% 29
2018
Q2 		$26.3M Sell
921,420
-20,583
-2% -$597K 2.34% 26
2018
Q1 		$28.8M Buy
942,003
+18,143
+2% +$658K 2.62% 22
2017
Q4 		$36.4M Buy
923,860
+16,645
+2% +$618K 3.16% 12
2017
Q3 		$32.2M Buy
907,215
+37,202
+4% +$1.18M 2.79% 15
2017
Q2 		$28.2M Buy
+870,013
New +$28.2M 2.5% 18

Other funds holding JELD

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
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
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
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

Obermeyer Wealth Partners's JELD Position: Q4 2018 in Review

Obermeyer Wealth Partners sold out of JELD-WEN Holding (JELD) in Q4 2018, closing a stake of 932,199 shares — an estimated $23M sold.

Obermeyer Wealth Partners first reported a position in JELD in Q2 2017 and held it in 6 quarters. The position peaked at $36.4M in Q4 2017. 135 funds tracked by Wall St. Rank hold JELD as of Q4 2018.

  • Obermeyer Wealth Partners reported no remaining JELD-WEN Holding position as of Q4 2018 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 932,199 JELD-WEN Holding shares in Q4 2018, an estimated $23M.
  • Obermeyer Wealth Partners first reported a position in JELD-WEN Holding in Q2 2017 and held it in 6 quarters.
  • Obermeyer Wealth Partners's JELD-WEN Holding position peaked at $36.4M in Q4 2017.
  • 135 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q4 2018.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2018, filed 12 Feb 2019.