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Jeld-wen Hldg shares owned by UMA Financial Services

Quarter-by-quarter ownership of Jeld-wen Hldg (JELD) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Jeld-wen Hldg

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All positions including Jeld-wen Hldg held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jeld-wen Hldg by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $674 274 2.46
2025-09-30 $1.3k 274 4.91
2025-06-30 $1.1k 274 3.92

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Jeld-wen Hldg

Turtle Creek Asset Management
BlackRock
Vanguard Group
Charles Schwab Investment Management
Federated Investors
D. E. Shaw & Co
American Century Companies
Dimensional Fund Advisors
Millennium Management
Jacobs Levy Equity Management
LMM
Geode Capital Management
One Fin Capital Management
State Street Corporation
Alberta Investment Management Corporation

View all funds holding Jeld-wen Hldg