Bollard Group’s James Hardie Industries JHX Stock Holding History

Bollard Group’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	–	Sell	-72	Closed	-$2K	–	536
2023 Q2	$2K	Buy	+72	New	+$1.74K	﹤0.01%	535

Other funds holding JHX

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bollard Group's JHX Position: Q3 2023 in Review

Bollard Group sold out of James Hardie Industries (JHX) in Q3 2023, closing a stake of 72 shares — an estimated $2K sold.

Bollard Group first reported a position in JHX in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 92 funds tracked by Wall St. Rank hold JHX as of Q3 2023.

Bollard Group reported no remaining James Hardie Industries position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 72 James Hardie Industries shares in Q3 2023, an estimated $2K.
Bollard Group first reported a position in James Hardie Industries in Q2 2023 and held it in 1 quarter.
Bollard Group's James Hardie Industries position peaked at $2K in Q2 2023.
92 funds tracked by Wall St. Rank held James Hardie Industries as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.