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Capital Advisors Ltd’s JELD-WEN Holding JELD Stock Holding History

Capital Advisors Ltd’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
Q2 		– Sell
-1,277
Closed -$8K – 1490
2025
Q1 		$8K Buy
+1,277
New +$9.48K ﹤0.01% 827

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Advisors Ltd's JELD Position: Q2 2025 in Review

Capital Advisors Ltd sold out of JELD-WEN Holding (JELD) in Q2 2025, closing a stake of 1,277 shares — an estimated $8K sold.

Capital Advisors Ltd first reported a position in JELD in Q1 2025 and held it in 1 quarter. The position peaked at $8K in Q1 2025. 173 funds tracked by Wall St. Rank hold JELD as of Q2 2025.

  • Capital Advisors Ltd reported no remaining JELD-WEN Holding position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 1,277 JELD-WEN Holding shares in Q2 2025, an estimated $8K.
  • Capital Advisors Ltd first reported a position in JELD-WEN Holding in Q1 2025 and held it in 1 quarter.
  • Capital Advisors Ltd's JELD-WEN Holding position peaked at $8K in Q1 2025.
  • 173 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.