FTDI
JHX icon

First Trust Direct Indexing’s James Hardie Industries JHX Stock Holding History

First Trust Direct Indexing’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
2024
Q4 		– Sell
-25,716
Closed -$1.03M – 470
2024
Q3 		$1.03M Buy
25,716
+5,895
+30% +$207K 0.06% 336
2024
Q2 		$625K Buy
19,821
+323
+2% +$11.1K 0.04% 439
2024
Q1 		$789K Sell
19,498
-3,899
-17% -$150K 0.06% 347
2023
Q4 		$905K Buy
23,397
+1,546
+7% +$46.4K 0.08% 289
2023
Q3 		$573K Sell
21,851
-323
-1% -$9.13K 0.07% 352
2023
Q2 		$596K Buy
22,174
+4,341
+24% +$105K 0.07% 349
2023
Q1 		$386K Buy
17,833
+3,114
+21% +$66K 0.05% 473
2022
Q4 		$264K Buy
14,719
+186
+1% +$3.73K 0.04% 542
2022
Q3 		$287K Buy
14,533
+2,673
+23% +$62.4K 0.04% 478
2022
Q2 		$260K Buy
11,860
+379
+3% +$10K 0.04% 513
2022
Q1 		$346K Buy
11,481
+1,215
+12% +$41.2K 0.04% 460
2021
Q4 		$418K Sell
10,266
-381
-4% -$14.9K 0.05% 401
2021
Q3 		$380K Sell
10,647
-459
-4% -$16.8K 0.05% 412
2021
Q2 		$380K Buy
+11,106
New +$372K 0.06% 400
2021
Q1 		– Sell
-703
Closed -$21K – 691
2020
Q4 		$21K Buy
+703
New +$19.1K 0.01% 855

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Direct Indexing's JHX Position: Q4 2024 in Review

First Trust Direct Indexing sold out of James Hardie Industries (JHX) in Q4 2024, closing a stake of 25,716 shares — an estimated $1.03M sold.

First Trust Direct Indexing first reported a position in JHX in Q4 2020 and held it in 15 quarters. The position peaked at $1.03M in Q3 2024. 149 funds tracked by Wall St. Rank hold JHX as of Q4 2024.

  • First Trust Direct Indexing reported no remaining James Hardie Industries position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 25,716 James Hardie Industries shares in Q4 2024, an estimated $1.03M.
  • First Trust Direct Indexing first reported a position in James Hardie Industries in Q4 2020 and held it in 15 quarters.
  • First Trust Direct Indexing's James Hardie Industries position peaked at $1.03M in Q3 2024.
  • 149 funds tracked by Wall St. Rank held James Hardie Industries as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.