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Forum Financial Management’s James Hardie Industries JHX Stock Holding History

Forum Financial Management’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
Q2 		– Sell
-8,694
Closed -$205K – 970
2025
Q1 		$205K Hold
8,694
– – ﹤0.01% 807
2024
Q4 		$268K Buy
8,694
+3,381
+64% +$117K ﹤0.01% 686
2024
Q3 		$213K Buy
+5,313
New +$187K ﹤0.01% 696
2024
Q2 		– Sell
-5,313
Closed -$215K – 747
2024
Q1 		$215K Buy
+5,313
New +$204K ﹤0.01% 672
2022
Q1 		– Sell
-6,392
Closed -$260K – 645
2021
Q4 		$260K Buy
+6,392
New +$251K 0.01% 484

Other funds holding JHX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Forum Financial Management's JHX Position: Q2 2025 in Review

Forum Financial Management sold out of James Hardie Industries (JHX) in Q2 2025, closing a stake of 8,694 shares — an estimated $205K sold.

Forum Financial Management first reported a position in JHX in Q4 2021 and held it in 5 quarters. The position peaked at $268K in Q4 2024. 193 funds tracked by Wall St. Rank hold JHX as of Q2 2025.

  • Forum Financial Management reported no remaining James Hardie Industries position as of Q2 2025 after selling out during the quarter.
  • Forum Financial Management sold 8,694 James Hardie Industries shares in Q2 2025, an estimated $205K.
  • Forum Financial Management first reported a position in James Hardie Industries in Q4 2021 and held it in 5 quarters.
  • Forum Financial Management's James Hardie Industries position peaked at $268K in Q4 2024.
  • 193 funds tracked by Wall St. Rank held James Hardie Industries as of Q2 2025.

Based on Forum Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.