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Blue Trust Inc’s JELD-WEN Holding JELD Stock Holding History

Blue Trust Inc’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
2025
Q3 		– Sell
-1,623
Closed -$6.36K – 2626
2025
Q2 		$6.36K Sell
1,623
-1,333
-45% -$5.94K ﹤0.01% 1961
2025
Q1 		$17.6K Buy
2,956
+722
+32% +$5.36K ﹤0.01% 1686
2024
Q4 		$18.3K Sell
2,234
-659
-23% -$7.93K ﹤0.01% 1623
2024
Q3 		$39K Buy
2,893
+1,284
+80% +$18.8K ﹤0.01% 1670
2024
Q2 		$34.2K Buy
1,609
+443
+38% +$7.4K ﹤0.01% 1429
2024
Q1 		$24.8K Buy
1,166
+145
+14% +$2.71K ﹤0.01% 1150
2023
Q4 		$13K Buy
1,021
+462
+83% +$6.87K ﹤0.01% 1485
2023
Q3 		$10K Buy
559
+474
+558% +$7.43K ﹤0.01% 1410
2023
Q2 		$1K Sell
85
-4,016
-98% -$55.9K ﹤0.01% 1868
2023
Q1 		$40K Buy
4,101
+429
+12% +$5.3K ﹤0.01% 1117
2022
Q4 		$32K Buy
3,672
+1,790
+95% +$17.4K ﹤0.01% 1111
2022
Q3 		$27K Buy
1,882
+801
+74% +$10.5K ﹤0.01% 967
2022
Q2 		$22K Buy
+1,081
New +$19.6K ﹤0.01% 922

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Blue Trust Inc's JELD Position: Q3 2025 in Review

Blue Trust Inc sold out of JELD-WEN Holding (JELD) in Q3 2025, closing a stake of 1,623 shares — an estimated $6.36K sold.

Blue Trust Inc first reported a position in JELD in Q2 2022 and held it in 13 quarters. The position peaked at $40K in Q1 2023. 180 funds tracked by Wall St. Rank hold JELD as of Q3 2025.

  • Blue Trust Inc reported no remaining JELD-WEN Holding position as of Q3 2025 after selling out during the quarter.
  • Blue Trust Inc sold 1,623 JELD-WEN Holding shares in Q3 2025, an estimated $6.36K.
  • Blue Trust Inc first reported a position in JELD-WEN Holding in Q2 2022 and held it in 13 quarters.
  • Blue Trust Inc's JELD-WEN Holding position peaked at $40K in Q1 2023.
  • 180 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q3 2025.

Based on Blue Trust Inc's 13F filing for Q3 2025, filed 16 Oct 2025.