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Whittier Trust’s JELD-WEN Holding JELD Stock Holding History

Whittier Trust’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
Q1 		– Sell
-47
Closed -$1K – 1535
2019
Q4 		$1K Hold
47
– – ﹤0.01% 1433
2019
Q3 		$1K Hold
47
– – ﹤0.01% 1456
2019
Q2 		$1K Hold
47
– – ﹤0.01% 1292
2019
Q1 		$1K Buy
+47
New +$846 ﹤0.01% 1294

Other funds holding JELD

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

Whittier Trust's JELD Position: Q1 2020 in Review

Whittier Trust sold out of JELD-WEN Holding (JELD) in Q1 2020, closing a stake of 47 shares — an estimated $1K sold.

Whittier Trust first reported a position in JELD in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 140 funds tracked by Wall St. Rank hold JELD as of Q1 2020.

  • Whittier Trust reported no remaining JELD-WEN Holding position as of Q1 2020 after selling out during the quarter.
  • Whittier Trust sold 47 JELD-WEN Holding shares in Q1 2020, an estimated $1K.
  • Whittier Trust first reported a position in JELD-WEN Holding in Q1 2019 and held it in 4 quarters.
  • Whittier Trust's JELD-WEN Holding position peaked at $1K in Q4 2019.
  • 140 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q1 2020.

Based on Whittier Trust's 13F filing for Q1 2020, filed 27 Apr 2020.