Covestor’s JELD-WEN Holding JELD Stock Holding History

Covestor’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
2026 Q1	$0	Buy	31 +16	+107%	+$35	﹤0.01%	2536
2025 Q4	$0	Hold	15	–	–	﹤0.01%	2513
2025 Q3	$0	Hold	15	–	–	﹤0.01%	2527
2025 Q2	$0	Sell	15 -25	-63%	-$111	﹤0.01%	2475
2025 Q1	$0	Buy	40 +33	+471%	+$245	﹤0.01%	2478
2024 Q4	$0	Sell	7 -1	-13%	-$12	﹤0.01%	2491
2024 Q3	$0	Buy	8 +1	+14%	+$15	﹤0.01%	2469
2024 Q2	$0	Hold	7	–	–	﹤0.01%	2490
2024 Q1	$0	Sell	7 -13	-65%	-$243	﹤0.01%	2494
2023 Q4	$0	Buy	20 +12	+150%	+$178	﹤0.01%	2423
2023 Q3	$0	Sell	8 -60	-88%	-$940	﹤0.01%	2411
2023 Q2	$1K	Sell	68 -201	-75%	-$2.8K	﹤0.01%	1966
2023 Q1	$3K	Sell	269 -7,282	-96%	-$90.1K	﹤0.01%	1683
2022 Q4	$72K	Buy	7,551 +467	+7%	+$4.53K	0.06%	571
2022 Q3	$62K	Buy	7,084 +7,062	+32,100%	+$92.6K	0.05%	612
2022 Q2	$0	Buy	22 +1	+5%	+$18	﹤0.01%	2142
2022 Q1	$0	Sell	21 -4	-16%	-$94	﹤0.01%	2291
2021 Q4	$1K	Buy	+25	New	+$648	﹤0.01%	1800

Other funds holding JELD

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

One Fin Capital Management San Francisco, California $259M AUM 49.87% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return