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Weld Capital Management’s JELD-WEN Holding JELD Stock Holding History

Weld Capital 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
2020
Q2 		– Sell
-20,786
Closed -$202K – 551
2020
Q1 		$202K Buy
+20,786
New +$415K 0.1% 316
2019
Q2 		– Sell
-24,989
Closed -$441K – 845
2019
Q1 		$441K Buy
24,989
+12,643
+102% +$227K 0.08% 424
2018
Q4 		$175K Buy
+12,346
New +$219K 0.04% 598

Other funds holding JELD

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Weld Capital Management's JELD Position: Q2 2020 in Review

Weld Capital Management sold out of JELD-WEN Holding (JELD) in Q2 2020, closing a stake of 20,786 shares — an estimated $202K sold.

Weld Capital Management first reported a position in JELD in Q4 2018 and held it in 3 quarters. The position peaked at $441K in Q1 2019. 128 funds tracked by Wall St. Rank hold JELD as of Q2 2020.

  • Weld Capital Management reported no remaining JELD-WEN Holding position as of Q2 2020 after selling out during the quarter.
  • Weld Capital Management sold 20,786 JELD-WEN Holding shares in Q2 2020, an estimated $202K.
  • Weld Capital Management first reported a position in JELD-WEN Holding in Q4 2018 and held it in 3 quarters.
  • Weld Capital Management's JELD-WEN Holding position peaked at $441K in Q1 2019.
  • 128 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2020.

Based on Weld Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.