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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
Q2 		$5.03K Sell
3,350
-3,650
-52% -$5.63K ﹤0.01% 40
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

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Performa Ltd (US)'s JELD Position: Q2 2026 in Review

Performa Ltd (US) reduced its JELD-WEN Holding (JELD) stake by 52% in Q2 2026, selling an estimated $5.63K and leaving 3,350 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #40.

Performa Ltd (US) first reported a position in JELD in Q2 2022 and has held it in 15 quarters since. The position peaked at $96.8K in Q2 2025. 148 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • Performa Ltd (US) held 3,350 shares of JELD-WEN Holding worth $5.03K as of Q2 2026.
  • Performa Ltd (US) sold 3,650 JELD-WEN Holding shares in Q2 2026, an estimated $5.63K.
  • JELD-WEN Holding made up ﹤0.01% of Performa Ltd (US)'s portfolio in Q2 2026, its #40 holding.
  • Performa Ltd (US) first reported a position in JELD-WEN Holding in Q2 2022 and has held it in 15 quarters since.
  • Performa Ltd (US)'s JELD-WEN Holding position peaked at $96.8K in Q2 2025.
  • 148 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on Performa Ltd (US)'s 13F filing for Q2 2026, filed 3 Aug 2026.