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Waddell & Reed Financial’s JELD-WEN Holding JELD Stock Holding History

Waddell & Reed 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
2018
Q1 		– Sell
-615,125
Closed -$24.2M – 547
2017
Q4 		$24.2M Sell
615,125
-9,600
-2% -$356K 0.05% 309
2017
Q3 		$22.2M Buy
624,725
+26,255
+4% +$831K 0.05% 319
2017
Q2 		$19.4M Buy
598,470
+1,520
+0.3% +$49.3K 0.04% 346
2017
Q1 		$19.6M Buy
+596,950
New +$18.2M 0.04% 353

Other funds holding JELD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Waddell & Reed Financial's JELD Position: Q1 2018 in Review

Waddell & Reed Financial sold out of JELD-WEN Holding (JELD) in Q1 2018, closing a stake of 615,125 shares — an estimated $24.2M sold.

Waddell & Reed Financial first reported a position in JELD in Q1 2017 and held it in 4 quarters. The position peaked at $24.2M in Q4 2017. 154 funds tracked by Wall St. Rank hold JELD as of Q1 2018.

  • Waddell & Reed Financial reported no remaining JELD-WEN Holding position as of Q1 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 615,125 JELD-WEN Holding shares in Q1 2018, an estimated $24.2M.
  • Waddell & Reed Financial first reported a position in JELD-WEN Holding in Q1 2017 and held it in 4 quarters.
  • Waddell & Reed Financial's JELD-WEN Holding position peaked at $24.2M in Q4 2017.
  • 154 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q1 2018.

Based on Waddell & Reed Financial's 13F filing for Q1 2018, filed 15 May 2018.