Berman Capital Advisors’s James Hardie Industries JHX Stock Holding History

Berman Capital Advisors’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
2021 Q3	$46K	Buy	1,310 +23	+2%	+$843	0.01%	714
2021 Q2	$44K	Hold	1,287	–	–	0.01%	632
2021 Q1	$39K	Buy	1,287 +28	+2%	+$832	0.01%	572
2020 Q4	$37K	Hold	1,259	–	–	0.01%	490
2020 Q3	$29K	Hold	1,259	–	–	0.01%	485
2020 Q2	$23K	Buy	1,259 +331	+36%	+$5.08K	0.01%	508
2020 Q1	$10K	Buy	928 +829	+837%	+$15.2K	﹤0.01%	669
2019 Q4	$1K	Buy	+99	New	+$1.84K	﹤0.01%	1346

Other funds holding JHX

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's JHX Position: Q3 2021 in Review

Berman Capital Advisors increased its James Hardie Industries (JHX) stake by 1.8% in Q3 2021, buying an estimated $843 and bringing the position to 1,310 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #714.

Berman Capital Advisors first reported a position in JHX in Q4 2019 and has held it in 8 quarters since. 90 funds tracked by Wall St. Rank hold JHX as of Q3 2021.

Berman Capital Advisors held 1,310 shares of James Hardie Industries worth $46K as of Q3 2021.
Berman Capital Advisors bought 23 James Hardie Industries shares in Q3 2021, an estimated $843.
James Hardie Industries made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #714 holding.
Berman Capital Advisors first reported a position in James Hardie Industries in Q4 2019 and has held it in 8 quarters since.
90 funds tracked by Wall St. Rank held James Hardie Industries as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.