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Plante Moran Financial Advisors’s JELD-WEN Holding JELD Stock Holding History

Plante Moran Financial Advisors’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
2022
Q1 		– Sell
-68
Closed -$2K – 903
2021
Q4 		$2K Buy
+68
New +$1.76K ﹤0.01% 917

Other funds holding JELD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Plante Moran Financial Advisors's JELD Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of JELD-WEN Holding (JELD) in Q1 2022, closing a stake of 68 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in JELD in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 164 funds tracked by Wall St. Rank hold JELD as of Q1 2022.

  • Plante Moran Financial Advisors reported no remaining JELD-WEN Holding position as of Q1 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 68 JELD-WEN Holding shares in Q1 2022, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in JELD-WEN Holding in Q4 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's JELD-WEN Holding position peaked at $2K in Q4 2021.
  • 164 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.