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Advisor Partners II’s James Hardie Industries JHX Stock Holding History

Advisor Partners II’s Portfolio JHX Stock Details JHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$577K Buy
21,991
+4,316
+24% +$122K 0.02% 660
2023
Q2 		$475K Buy
17,675
+4,327
+32% +$104K 0.02% 624
2023
Q1 		$289K Buy
13,348
+2,865
+27% +$60.7K 0.02% 755
2022
Q4 		$188K Buy
+10,483
New +$210K 0.01% 868

Other funds holding JHX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Advisor Partners II's JHX Position: Q3 2023 in Review

Advisor Partners II increased its James Hardie Industries (JHX) stake by 24% in Q3 2023, buying an estimated $122K and bringing the position to 21,991 shares worth $577K. The position accounts for 0.02% of the portfolio, ranked #660.

Advisor Partners II first reported a position in JHX in Q4 2022 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold JHX as of Q3 2023.

  • Advisor Partners II held 21,991 shares of James Hardie Industries worth $577K as of Q3 2023.
  • Advisor Partners II bought 4,316 James Hardie Industries shares in Q3 2023, an estimated $122K.
  • James Hardie Industries made up 0.02% of Advisor Partners II's portfolio in Q3 2023, its #660 holding.
  • Advisor Partners II first reported a position in James Hardie Industries in Q4 2022 and has held it in 4 quarters since.
  • 92 funds tracked by Wall St. Rank held James Hardie Industries as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.