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LRI Investments’s JELD-WEN Holding JELD Stock Holding History

LRI Investments’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
-614
Closed -$2.41K – 1337
2025
Q2 		$2.41K Hold
614
– – ﹤0.01% 1143
2025
Q1 		$3.67K Hold
614
– – ﹤0.01% 1013
2024
Q4 		$5.03K Hold
614
– – ﹤0.01% 931
2024
Q3 		$6.36K Sell
614
-400
-39% -$5.87K ﹤0.01% 881
2024
Q2 		$13.7K Buy
+1,014
New +$16.9K ﹤0.01% 684

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

LRI Investments's JELD Position: Q3 2025 in Review

LRI Investments sold out of JELD-WEN Holding (JELD) in Q3 2025, closing a stake of 614 shares — an estimated $2.41K sold.

LRI Investments first reported a position in JELD in Q2 2024 and held it in 5 quarters. The position peaked at $13.7K in Q2 2024. 180 funds tracked by Wall St. Rank hold JELD as of Q3 2025.

  • LRI Investments reported no remaining JELD-WEN Holding position as of Q3 2025 after selling out during the quarter.
  • LRI Investments sold 614 JELD-WEN Holding shares in Q3 2025, an estimated $2.41K.
  • LRI Investments first reported a position in JELD-WEN Holding in Q2 2024 and held it in 5 quarters.
  • LRI Investments's JELD-WEN Holding position peaked at $13.7K in Q2 2024.
  • 180 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q3 2025.

Based on LRI Investments's 13F filing for Q3 2025, filed 3 Nov 2025.