Mutual Advisors’s JELD-WEN Holding JELD Stock Holding History

Mutual Advisors’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	-65,300	Closed	-$337K	–	1314
2025 Q2	$337K	Sell	65,300 -67,373	-51%	-$300K	0.01%	945
2025 Q1	$708K	Buy	132,673 +92,671	+232%	+$688K	0.02%	573
2024 Q4	$374K	Hold	40,002	–	–	0.01%	814
2024 Q3	$571K	Sell	40,002 -36,221	-48%	-$532K	0.02%	658
2024 Q2	$1.28M	Sell	76,223 -24,237	-24%	-$405K	0.04%	403
2024 Q1	$2.13M	Hold	100,460	–	–	0.07%	259
2023 Q4	$1.9M	Sell	100,460 -14,960	-13%	-$222K	0.07%	290
2023 Q3	$1.54M	Sell	115,420 -9,230	-7%	-$145K	0.06%	313
2023 Q2	$2.19M	Hold	124,650	–	–	0.08%	237
2023 Q1	$1.58M	Sell	124,650 -472	-0.4%	-$5.84K	0.06%	300
2022 Q4	$1.21M	Buy	125,122 +3,372	+3%	+$32.7K	0.05%	355
2022 Q3	$1.06M	Buy	+121,750	New	+$1.6M	0.05%	347

Other funds holding JELD

TCAM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Mutual Advisors's JELD Position: Q3 2025 in Review

Mutual Advisors sold out of JELD-WEN Holding (JELD) in Q3 2025, closing a stake of 65,300 shares — an estimated $337K sold.

Mutual Advisors first reported a position in JELD in Q3 2022 and held it in 12 quarters. The position peaked at $2.19M in Q2 2023. 180 funds tracked by Wall St. Rank hold JELD as of Q3 2025.

Mutual Advisors reported no remaining JELD-WEN Holding position as of Q3 2025 after selling out during the quarter.
Mutual Advisors sold 65,300 JELD-WEN Holding shares in Q3 2025, an estimated $337K.
Mutual Advisors first reported a position in JELD-WEN Holding in Q3 2022 and held it in 12 quarters.
Mutual Advisors's JELD-WEN Holding position peaked at $2.19M in Q2 2023.
180 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q3 2025.

Based on Mutual Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.