SFM
JELD icon

Systematic Financial Management’s JELD-WEN Holding JELD Stock Holding History

Systematic Financial 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
2019
Q2 		– Sell
-193,100
Closed -$3.41M – 646
2019
Q1 		$3.41M Sell
193,100
-270,914
-58% -$4.87M 0.12% 202
2018
Q4 		$6.59M Buy
464,014
+29,027
+7% +$514K 0.2% 181
2018
Q3 		$10.7M Buy
434,987
+15,868
+4% +$422K 0.26% 154
2018
Q2 		$12M Buy
419,119
+61,386
+17% +$1.78M 0.29% 139
2018
Q1 		$11M Sell
357,733
-451,484
-56% -$16.4M 0.24% 158
2017
Q4 		$31.9M Buy
809,217
+180,840
+29% +$6.72M 0.64% 35
2017
Q3 		$22.3M Buy
628,377
+365,647
+139% +$11.6M 0.45% 68
2017
Q2 		$8.53M Buy
262,730
+5,575
+2% +$181K 0.16% 177
2017
Q1 		$8.45M Buy
+257,155
New +$7.83M 0.15% 182

Other funds holding JELD

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
HP
Hound Partners New York $799M AUM 9.54% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Systematic Financial Management's JELD Position: Q2 2019 in Review

Systematic Financial Management sold out of JELD-WEN Holding (JELD) in Q2 2019, closing a stake of 193,100 shares — an estimated $3.41M sold.

Systematic Financial Management first reported a position in JELD in Q1 2017 and held it in 9 quarters. The position peaked at $31.9M in Q4 2017. 146 funds tracked by Wall St. Rank hold JELD as of Q2 2019.

  • Systematic Financial Management reported no remaining JELD-WEN Holding position as of Q2 2019 after selling out during the quarter.
  • Systematic Financial Management sold 193,100 JELD-WEN Holding shares in Q2 2019, an estimated $3.41M.
  • Systematic Financial Management first reported a position in JELD-WEN Holding in Q1 2017 and held it in 9 quarters.
  • Systematic Financial Management's JELD-WEN Holding position peaked at $31.9M in Q4 2017.
  • 146 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2019.

Based on Systematic Financial Management's 13F filing for Q2 2019, filed 26 Jul 2019.