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Oberweis Asset Management’s JELD-WEN Holding JELD Stock Holding History

Oberweis Asset Management’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
Q2 		– Sell
-192,600
Closed -$4.09M – 208
2024
Q1 		$4.09M Sell
192,600
-67,600
-26% -$1.26M 0.3% 136
2023
Q4 		$4.91M Buy
260,200
+12,800
+5% +$190K 0.46% 84
2023
Q3 		$3.31M Buy
247,400
+45,500
+23% +$713K 0.35% 112
2023
Q2 		$3.54M Buy
+201,900
New +$2.81M 0.43% 94

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oberweis Asset Management's JELD Position: Q2 2024 in Review

Oberweis Asset Management sold out of JELD-WEN Holding (JELD) in Q2 2024, closing a stake of 192,600 shares — an estimated $4.09M sold.

Oberweis Asset Management first reported a position in JELD in Q2 2023 and held it in 4 quarters. The position peaked at $4.91M in Q4 2023. 170 funds tracked by Wall St. Rank hold JELD as of Q2 2024.

  • Oberweis Asset Management reported no remaining JELD-WEN Holding position as of Q2 2024 after selling out during the quarter.
  • Oberweis Asset Management sold 192,600 JELD-WEN Holding shares in Q2 2024, an estimated $4.09M.
  • Oberweis Asset Management first reported a position in JELD-WEN Holding in Q2 2023 and held it in 4 quarters.
  • Oberweis Asset Management's JELD-WEN Holding position peaked at $4.91M in Q4 2023.
  • 170 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2024.

Based on Oberweis Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.