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Summit Global Investments’s JELD-WEN Holding JELD Stock Holding History

Summit Global Investments’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
-44,569
Closed -$841K – 550
2023
Q4 		$841K Buy
44,569
+33,047
+287% +$491K 0.06% 259
2023
Q3 		$154K Buy
+11,522
New +$181K 0.01% 496

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

Summit Global Investments's JELD Position: Q1 2024 in Review

Summit Global Investments sold out of JELD-WEN Holding (JELD) in Q1 2024, closing a stake of 44,569 shares — an estimated $841K sold.

Summit Global Investments first reported a position in JELD in Q3 2023 and held it in 2 quarters. The position peaked at $841K in Q4 2023. 184 funds tracked by Wall St. Rank hold JELD as of Q1 2024.

  • Summit Global Investments reported no remaining JELD-WEN Holding position as of Q1 2024 after selling out during the quarter.
  • Summit Global Investments sold 44,569 JELD-WEN Holding shares in Q1 2024, an estimated $841K.
  • Summit Global Investments first reported a position in JELD-WEN Holding in Q3 2023 and held it in 2 quarters.
  • Summit Global Investments's JELD-WEN Holding position peaked at $841K in Q4 2023.
  • 184 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q1 2024.

Based on Summit Global Investments's 13F filing for Q1 2024, filed 29 Apr 2024.