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Leavell Investment Management’s JELD-WEN Holding JELD Stock Holding History

Leavell Investment 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
2025
Q3 		– Sell
-16,879
Closed -$66.2K – 604
2025
Q2 		$66.2K Sell
16,879
-228
-1% -$1.02K ﹤0.01% 575
2025
Q1 		$102K Buy
17,107
+2,107
+14% +$15.6K 0.01% 547
2024
Q4 		$123K Buy
+15,000
New +$181K 0.01% 533

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

Leavell Investment Management's JELD Position: Q3 2025 in Review

Leavell Investment Management sold out of JELD-WEN Holding (JELD) in Q3 2025, closing a stake of 16,879 shares — an estimated $66.2K sold.

Leavell Investment Management first reported a position in JELD in Q4 2024 and held it in 3 quarters. The position peaked at $123K in Q4 2024. 180 funds tracked by Wall St. Rank hold JELD as of Q3 2025.

  • Leavell Investment Management reported no remaining JELD-WEN Holding position as of Q3 2025 after selling out during the quarter.
  • Leavell Investment Management sold 16,879 JELD-WEN Holding shares in Q3 2025, an estimated $66.2K.
  • Leavell Investment Management first reported a position in JELD-WEN Holding in Q4 2024 and held it in 3 quarters.
  • Leavell Investment Management's JELD-WEN Holding position peaked at $123K in Q4 2024.
  • 180 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q3 2025.

Based on Leavell Investment Management's 13F filing for Q3 2025, filed 28 Oct 2025.