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Ratan Capital Management’s JELD-WEN Holding JELD Stock Holding History

Ratan Capital 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
Q1 		– Sell
-50,000
Closed -$944K – 48
2023
Q4 		$944K Buy
+50,000
New +$743K 0.62% 34
2017
Q4 		– Sell
-400,624
Closed -$14.2M – 13
2017
Q3 		$14.2M Sell
400,624
-231,111
-37% -$7.32M 8.58% 5
2017
Q2 		$20.5M Buy
631,735
+380,097
+151% +$12.3M 8.47% 1
2017
Q1 		$8.27M Buy
+251,638
New +$7.66M 3.96% 11

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ratan Capital Management's JELD Position: Q1 2024 in Review

Ratan Capital Management sold out of JELD-WEN Holding (JELD) in Q1 2024, closing a stake of 50,000 shares — an estimated $944K sold.

Ratan Capital Management first reported a position in JELD in Q1 2017 and held it in 4 quarters. The position peaked at $20.5M in Q2 2017. 184 funds tracked by Wall St. Rank hold JELD as of Q1 2024.

  • Ratan Capital Management reported no remaining JELD-WEN Holding position as of Q1 2024 after selling out during the quarter.
  • Ratan Capital Management sold 50,000 JELD-WEN Holding shares in Q1 2024, an estimated $944K.
  • Ratan Capital Management first reported a position in JELD-WEN Holding in Q1 2017 and held it in 4 quarters.
  • Ratan Capital Management's JELD-WEN Holding position peaked at $20.5M in Q2 2017.
  • 184 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q1 2024.

Based on Ratan Capital Management's 13F filing for Q1 2024, filed 14 May 2024.