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Planning Center Inc’s JELD-WEN Holding JELD Stock Holding History

Planning Center Inc’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
2023
Q4 		– Sell
-50,349
Closed -$673K – 62
2023
Q3 		$673K Buy
+50,349
New +$789K 0.17% 30

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Planning Center Inc's JELD Position: Q4 2023 in Review

Planning Center Inc sold out of JELD-WEN Holding (JELD) in Q4 2023, closing a stake of 50,349 shares — an estimated $673K sold.

Planning Center Inc first reported a position in JELD in Q3 2023 and held it in 1 quarter. The position peaked at $673K in Q3 2023. 183 funds tracked by Wall St. Rank hold JELD as of Q4 2023.

  • Planning Center Inc reported no remaining JELD-WEN Holding position as of Q4 2023 after selling out during the quarter.
  • Planning Center Inc sold 50,349 JELD-WEN Holding shares in Q4 2023, an estimated $673K.
  • Planning Center Inc first reported a position in JELD-WEN Holding in Q3 2023 and held it in 1 quarter.
  • Planning Center Inc's JELD-WEN Holding position peaked at $673K in Q3 2023.
  • 183 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q4 2023.

Based on Planning Center Inc's 13F filing for Q4 2023, filed 23 Jan 2024.