Principal Financial Group
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Principal Financial Group’s JELD-WEN Holding JELD Stock Holding History

Principal Financial Group’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
Q3 		– Sell
-39,274
Closed -$529K – 2316
2024
Q2 		$529K Buy
39,274
+3,538
+10% +$59.1K ﹤0.01% 1939
2024
Q1 		$759K Buy
35,736
+335
+0.9% +$6.26K ﹤0.01% 1908
2023
Q4 		$668K Buy
35,401
+4,705
+15% +$69.9K ﹤0.01% 1893
2023
Q3 		$410K Buy
30,696
+9,970
+48% +$156K ﹤0.01% 1993
2023
Q2 		$364K Sell
20,726
-32,150
-61% -$448K ﹤0.01% 2027
2023
Q1 		$669K Sell
52,876
-8,124
-13% -$100K ﹤0.01% 1915
2022
Q4 		$589K Buy
61,000
+50,944
+507% +$494K ﹤0.01% 1939
2022
Q3 		$88K Buy
+10,056
New +$132K ﹤0.01% 2352
2022
Q2 		– Sell
-11,056
Closed -$224K – 2580
2022
Q1 		$224K Buy
11,056
+88
+0.8% +$2.07K ﹤0.01% 2309
2021
Q4 		$289K Sell
10,968
-318
-3% -$8.25K ﹤0.01% 2255
2021
Q3 		$282K Buy
11,286
+103
+0.9% +$2.75K ﹤0.01% 2327
2021
Q2 		$294K Buy
+11,183
New +$316K ﹤0.01% 2362
2020
Q3 		– Sell
-328,400
Closed -$5.29M – 2338
2020
Q2 		$5.29M Buy
328,400
+27,914
+9% +$368K ﹤0.01% 1397
2020
Q1 		$2.92M Buy
+300,486
New +$5.99M ﹤0.01% 1480
2018
Q4 		– Sell
-10,148
Closed -$250K – 2276
2018
Q3 		$250K Buy
+10,148
New +$270K ﹤0.01% 2119
2018
Q2 		– Sell
-7,066
Closed -$216K – 2290
2018
Q1 		$216K Sell
7,066
-5,162
-42% -$187K ﹤0.01% 2091
2017
Q4 		$481K Buy
12,228
+1,732
+17% +$64.3K ﹤0.01% 1967
2017
Q3 		$373K Buy
+10,496
New +$332K ﹤0.01% 1980

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Principal Financial Group's JELD Position: Q3 2024 in Review

Principal Financial Group sold out of JELD-WEN Holding (JELD) in Q3 2024, closing a stake of 39,274 shares — an estimated $529K sold.

Principal Financial Group first reported a position in JELD in Q3 2017 and held it in 18 quarters. The position peaked at $5.29M in Q2 2020. 168 funds tracked by Wall St. Rank hold JELD as of Q3 2024.

  • Principal Financial Group reported no remaining JELD-WEN Holding position as of Q3 2024 after selling out during the quarter.
  • Principal Financial Group sold 39,274 JELD-WEN Holding shares in Q3 2024, an estimated $529K.
  • Principal Financial Group first reported a position in JELD-WEN Holding in Q3 2017 and held it in 18 quarters.
  • Principal Financial Group's JELD-WEN Holding position peaked at $5.29M in Q2 2020.
  • 168 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.