Performa Ltd (US)’s JELD-WEN Holding JELD Stock Holding History

Performa Ltd (US)’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
2026 Q1	$8.68K	Sell	7,000 -5,950	-46%	-$13K	﹤0.01%	33
2025 Q4	$31.9K	Buy	12,950 +5,500	+74%	+$18.1K	0.01%	21
2025 Q3	$36.6K	Sell	7,450 -17,250	-70%	-$92.2K	0.01%	20
2025 Q2	$96.8K	Buy	24,700 +15,500	+168%	+$69.1K	0.03%	16
2025 Q1	$54.9K	Buy	9,200 +5,000	+119%	+$37.1K	0.02%	18
2024 Q4	$34.4K	Buy	4,200 +3,950	+1,580%	+$47.5K	0.01%	21
2024 Q3	$3.95K	Sell	250 -50	-17%	-$734	﹤0.01%	39
2024 Q2	$4.04K	Buy	+300	New	+$5.01K	﹤0.01%	44
2023 Q4	–	Sell	-450	Closed	-$6.01K	–	62
2023 Q3	$6.01K	Hold	450	–	–	﹤0.01%	48
2023 Q2	$7.89K	Hold	450	–	–	﹤0.01%	46
2023 Q1	$5.7K	Sell	450 -1,750	-80%	-$21.6K	﹤0.01%	53
2022 Q4	$21.2K	Sell	2,200 -400	-15%	-$3.88K	0.01%	30
2022 Q3	$23K	Buy	2,600 +2,450	+1,633%	+$32.1K	0.02%	29
2022 Q2	$2K	Buy	+150	New	+$2.73K	﹤0.01%	53

Other funds holding JELD

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

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

American Century Companies

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

One Fin Capital Management San Francisco, California $259M AUM 49.87% 1-Year Est. Return

Geode Capital Management

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