JELD JELD-WEN HLDG INC

Ownership history in IMS Capital Management  ·  31 quarters on record

This page tracks every 13F SEC filing in which IMS Capital Management reported a position in JELD-WEN HLDG INC (JELD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
35.18% (2017 Q4)
Avg. % of fund
17.8%
First filed
2017 Q2
Last filed
2025 Q3
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 626,990 -61,000 -8.9% 1.42% $3.1M $4.91
2025 Q2 REDUCED 687,990 -248,200 -26.5% 2.07% $4.1M $3.92
2024 Q4 ADDED 936,190 +1,003 +0.1% 3.55% $7.7M $8.19
2024 Q3 REDUCED 935,187 -17,000 -1.8% 6.64% $14.8M $15.81
2024 Q2 REDUCED 952,187 -95,728 -9.1% 6.10% $13.1M $13.47
2024 Q1 REDUCED 1,047,915 -56,190 -5.1% 10.34% $22.2M $21.23
2023 Q3 REDUCED 1,104,105 -34,145 -3.0% 8.80% $14.8M $13.36
2023 Q2 REDUCED 1,138,250 -24,510 -2.1% 8.56% $14.4M $17.54
2022 Q4 REDUCED 1,162,760 -20,500 -1.7% 7.15% $11.2M $9.65
2022 Q3 REDUCED 1,183,260 -2,761 -0.2% 7.15% $10.4M $8.75
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JELD price (monthly, adj. close)
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