Massachusetts Financial Services
JELD icon

Massachusetts Financial Services’s JELD-WEN Holding JELD Stock Holding History

Massachusetts Financial Services’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
-85,163
Closed -$508K – 913
2025
Q1 		$508K Sell
85,163
-1,940
-2% -$14.4K ﹤0.01% 848
2024
Q4 		$713K Sell
87,103
-2,600
-3% -$31.3K ﹤0.01% 830
2024
Q3 		$1.42M Sell
89,703
-59,731
-40% -$877K ﹤0.01% 767
2024
Q2 		$2.01M Buy
149,434
+14,574
+11% +$243K ﹤0.01% 747
2024
Q1 		$2.86M Sell
134,860
-10,467
-7% -$195K ﹤0.01% 711
2023
Q4 		$2.74M Sell
145,327
-4,590
-3% -$68.2K ﹤0.01% 701
2023
Q3 		$2M Buy
+149,917
New +$2.35M ﹤0.01% 720

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

Massachusetts Financial Services's JELD Position: Q2 2025 in Review

Massachusetts Financial Services sold out of JELD-WEN Holding (JELD) in Q2 2025, closing a stake of 85,163 shares — an estimated $508K sold.

Massachusetts Financial Services first reported a position in JELD in Q3 2023 and held it in 7 quarters. The position peaked at $2.86M in Q1 2024. 173 funds tracked by Wall St. Rank hold JELD as of Q2 2025.

  • Massachusetts Financial Services reported no remaining JELD-WEN Holding position as of Q2 2025 after selling out during the quarter.
  • Massachusetts Financial Services sold 85,163 JELD-WEN Holding shares in Q2 2025, an estimated $508K.
  • Massachusetts Financial Services first reported a position in JELD-WEN Holding in Q3 2023 and held it in 7 quarters.
  • Massachusetts Financial Services's JELD-WEN Holding position peaked at $2.86M in Q1 2024.
  • 173 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2025.

Based on Massachusetts Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.