Ballentine Partners’s James Hardie Industries JHX Stock Holding History

Ballentine Partners’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
2025 Q4	–	Sell	-10,829	Closed	-$208K	–	1052
2025 Q3	$208K	Buy	10,829 +376	+4%	+$9.01K	﹤0.01%	897
2025 Q2	$281K	Buy	+10,453	New	+$253K	﹤0.01%	713
2025 Q1	–	Sell	-8,633	Closed	-$266K	–	962
2024 Q4	$266K	Buy	8,633 +200	+2%	+$6.91K	﹤0.01%	652
2024 Q3	$339K	Buy	8,433 +769	+10%	+$27K	0.01%	545
2024 Q2	$242K	Sell	7,664 -958	-11%	-$33K	﹤0.01%	627
2024 Q1	$349K	Buy	8,622 +735	+9%	+$28.3K	0.01%	493
2023 Q4	$305K	Buy	+7,887	New	+$237K	0.01%	495
2023 Q3	–	Sell	-7,619	Closed	-$205K	–	631
2023 Q2	$205K	Buy	+7,619	New	+$184K	﹤0.01%	549

Other funds holding JHX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Ballentine Partners's JHX Position: Q4 2025 in Review

Ballentine Partners sold out of James Hardie Industries (JHX) in Q4 2025, closing a stake of 10,829 shares — an estimated $208K sold.

Ballentine Partners first reported a position in JHX in Q2 2023 and held it in 8 quarters. The position peaked at $349K in Q1 2024. 290 funds tracked by Wall St. Rank hold JHX as of Q4 2025.

Ballentine Partners reported no remaining James Hardie Industries position as of Q4 2025 after selling out during the quarter.
Ballentine Partners sold 10,829 James Hardie Industries shares in Q4 2025, an estimated $208K.
Ballentine Partners first reported a position in James Hardie Industries in Q2 2023 and held it in 8 quarters.
Ballentine Partners's James Hardie Industries position peaked at $349K in Q1 2024.
290 funds tracked by Wall St. Rank held James Hardie Industries as of Q4 2025.

Based on Ballentine Partners's 13F filing for Q4 2025, filed 3 Feb 2026.