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Sittner & Nelson’s JELD-WEN Holding JELD Stock Holding History

Sittner & Nelson’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
-1,015
Closed -$13.6K – 477
2023
Q3 		$13.6K Hold
1,015
– – 0.01% 312
2023
Q2 		$17.8K Hold
1,015
– – 0.01% 293
2023
Q1 		$12.8K Hold
1,015
– – 0.01% 343
2022
Q4 		$9.79K Hold
1,015
– – 0.01% 345
2022
Q3 		$9K Hold
1,015
– – 0.01% 339
2022
Q2 		$15K Hold
1,015
– – 0.01% 319
2022
Q1 		$21K Hold
1,015
– – 0.01% 273
2021
Q4 		$27K Hold
1,015
– – 0.02% 247
2021
Q3 		$25K Sell
1,015
-1,000
-50% -$26.7K 0.02% 241
2021
Q2 		$53K Buy
+2,015
New +$57K 0.04% 171

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

Sittner & Nelson's JELD Position: Q4 2023 in Review

Sittner & Nelson sold out of JELD-WEN Holding (JELD) in Q4 2023, closing a stake of 1,015 shares — an estimated $13.6K sold.

Sittner & Nelson first reported a position in JELD in Q2 2021 and held it in 10 quarters. The position peaked at $53K in Q2 2021. 183 funds tracked by Wall St. Rank hold JELD as of Q4 2023.

  • Sittner & Nelson reported no remaining JELD-WEN Holding position as of Q4 2023 after selling out during the quarter.
  • Sittner & Nelson sold 1,015 JELD-WEN Holding shares in Q4 2023, an estimated $13.6K.
  • Sittner & Nelson first reported a position in JELD-WEN Holding in Q2 2021 and held it in 10 quarters.
  • Sittner & Nelson's JELD-WEN Holding position peaked at $53K in Q2 2021.
  • 183 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q4 2023.

Based on Sittner & Nelson's 13F filing for Q4 2023, filed 13 Feb 2024.