Lindbrook Capital’s JELD-WEN Holding JELD Stock Holding History

Lindbrook Capital’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 Q1	$2.14K	Buy	359 +160	+80%	+$1.19K	﹤0.01%	2266
2024 Q4	$1.63K	Sell	199 -216	-52%	-$2.6K	﹤0.01%	2365
2024 Q3	$6.56K	Sell	415 -249	-38%	-$3.65K	﹤0.01%	1892
2024 Q2	$8.94K	Buy	664 +18	+3%	+$301	﹤0.01%	1685
2024 Q1	$13.7K	Buy	646 +15	+2%	+$280	﹤0.01%	1395
2023 Q4	$11.9K	Buy	631 +202	+47%	+$3K	﹤0.01%	1452
2023 Q3	$5.73K	Buy	429 +14	+3%	+$219	﹤0.01%	1704
2023 Q2	$7.28K	Hold	415	–	–	﹤0.01%	1633
2023 Q1	$5.25K	Buy	415 +127	+44%	+$1.57K	﹤0.01%	1833
2022 Q4	$2.78K	Sell	288 -28	-9%	-$272	﹤0.01%	2093
2022 Q3	$3K	Buy	316 +231	+272%	+$3.03K	﹤0.01%	1881
2022 Q2	$1K	Buy	+85	New	+$1.54K	﹤0.01%	2276

Other funds holding JELD

TCAM

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Lindbrook Capital's JELD Position: Q1 2025 in Review

Lindbrook Capital increased its JELD-WEN Holding (JELD) stake by 80% in Q1 2025, buying an estimated $1.19K and bringing the position to 359 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Lindbrook Capital first reported a position in JELD in Q2 2022 and has held it in 12 quarters since. The position peaked at $13.7K in Q1 2024. 185 funds tracked by Wall St. Rank hold JELD as of Q1 2025.

Lindbrook Capital held 359 shares of JELD-WEN Holding worth $2.14K as of Q1 2025.
Lindbrook Capital bought 160 JELD-WEN Holding shares in Q1 2025, an estimated $1.19K.
JELD-WEN Holding made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2266 holding.
Lindbrook Capital first reported a position in JELD-WEN Holding in Q2 2022 and has held it in 12 quarters since.
Lindbrook Capital's JELD-WEN Holding position peaked at $13.7K in Q1 2024.
185 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.