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

Ziegler 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
2024
Q1 		$1M Buy
47,109
+3,179
+7% +$59.4K 0.04% 275
2023
Q4 		$829K Buy
43,930
+2,392
+6% +$35.5K 0.04% 301
2023
Q3 		$555K Buy
+41,538
New +$651K 0.02% 335

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $34.1B AUM 23.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ziegler Capital Management's JELD Position: Q1 2024 in Review

Ziegler Capital Management increased its JELD-WEN Holding (JELD) stake by 7.2% in Q1 2024, buying an estimated $59.4K and bringing the position to 47,109 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #275.

Ziegler Capital Management first reported a position in JELD in Q3 2023 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold JELD as of Q1 2024.

  • Ziegler Capital Management held 47,109 shares of JELD-WEN Holding worth $1M as of Q1 2024.
  • Ziegler Capital Management bought 3,179 JELD-WEN Holding shares in Q1 2024, an estimated $59.4K.
  • JELD-WEN Holding made up 0.04% of Ziegler Capital Management's portfolio in Q1 2024, its #275 holding.
  • Ziegler Capital Management first reported a position in JELD-WEN Holding in Q3 2023 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.