Stifel Financial
JELD icon

Stifel Financial’s JELD-WEN Holding JELD Stock Holding History

Stifel Financial’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
-99,832
Closed -$2.63M – 3439
2021
Q4 		$2.63M Buy
+99,832
New +$2.59M ﹤0.01% 1436
2021
Q2 		– Sell
-18,760
Closed -$520K – 3346
2021
Q1 		$520K Buy
18,760
+8,810
+89% +$245K ﹤0.01% 2462
2020
Q4 		$252K Buy
+9,950
New +$239K ﹤0.01% 2699
2020
Q1 		– Sell
-12,215
Closed -$286K – 2961
2019
Q4 		$286K Buy
+12,215
New +$251K ﹤0.01% 2555

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

Stifel Financial's JELD Position: Q1 2022 in Review

Stifel Financial sold out of JELD-WEN Holding (JELD) in Q1 2022, closing a stake of 99,832 shares — an estimated $2.63M sold.

Stifel Financial first reported a position in JELD in Q4 2019 and held it in 4 quarters. The position peaked at $2.63M in Q4 2021. 164 funds tracked by Wall St. Rank hold JELD as of Q1 2022.

  • Stifel Financial reported no remaining JELD-WEN Holding position as of Q1 2022 after selling out during the quarter.
  • Stifel Financial sold 99,832 JELD-WEN Holding shares in Q1 2022, an estimated $2.63M.
  • Stifel Financial first reported a position in JELD-WEN Holding in Q4 2019 and held it in 4 quarters.
  • Stifel Financial's JELD-WEN Holding position peaked at $2.63M in Q4 2021.
  • 164 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q1 2022.

Based on Stifel Financial's 13F filing for Q1 2022, filed 13 May 2022.