Covestor Ltd JELD — JELD-WEN HLDG INC

Ownership history in Covestor Ltd  ·  6 quarters on record

AI Ownership Summary

Covestor Ltd reported JELD-WEN HLDG INC (JELD) in 6 quarterly 13F filings from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.03% in 2026 Q3. The latest visible filing shows JELD at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JELD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Covestor Ltd's position in JELD-WEN HLDG INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

JELD was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Covestor Ltd held JELD — position size vs. price
% of Fund (quarterly)    JELD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 26,830 +26,762 +39355.9% 0.03% $49 2026-10-30 $1.26
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Covestor Ltd and JELD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Covestor Ltd reported owning JELD?

Covestor Ltd reported JELD across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported JELD position in Covestor Ltd's portfolio?

The largest reported portfolio weight for JELD was 0.03% in 2026 Q3.

What is the latest reported JELD position on this page?

The most recent filing on this page is 2026 Q3, when Covestor Ltd reported 26,830 shares, equal to 0.03% of portfolio, with an estimated market value of $49.

What does the chart on this JELD ownership page compare?

The chart compares Covestor Ltd's quarterly JELD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Covestor Ltd time their JELD position?

Based on 13F filing dates vs. subsequent JELD price moves, Covestor Ltd correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on JELD relative to SPY over the holding period was +59.0%.

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