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Summit Securities Group’s JELD-WEN Holding JELD Stock Holding History

Summit Securities 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
2023
Q1 		– Sell
-2,524
Closed -$24K – 1057
2022
Q4 		$24K Buy
+2,524
New +$24.5K ﹤0.01% 868

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Summit Securities Group's JELD Position: Q1 2023 in Review

Summit Securities Group sold out of JELD-WEN Holding (JELD) in Q1 2023, closing a stake of 2,524 shares — an estimated $24K sold.

Summit Securities Group first reported a position in JELD in Q4 2022 and held it in 1 quarter. The position peaked at $24K in Q4 2022. 173 funds tracked by Wall St. Rank hold JELD as of Q1 2023.

  • Summit Securities Group reported no remaining JELD-WEN Holding position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 2,524 JELD-WEN Holding shares in Q1 2023, an estimated $24K.
  • Summit Securities Group first reported a position in JELD-WEN Holding in Q4 2022 and held it in 1 quarter.
  • Summit Securities Group's JELD-WEN Holding position peaked at $24K in Q4 2022.
  • 173 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.