InterOcean Capital Group’s James Hardie Industries JHX Stock Holding History

InterOcean Capital 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 Q1	–	Sell	-14,213	Closed	-$255K	–	439
2022 Q4	$255K	Hold	14,213	–	–	0.01%	348
2022 Q3	$281K	Hold	14,213	–	–	0.01%	318
2022 Q2	$312K	Buy	14,213 +4,500	+46%	+$119K	0.01%	323
2022 Q1	$293K	Buy	+9,713	New	+$329K	0.01%	218

Other funds holding JHX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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

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

LNWWM

Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM

InterOcean Capital Group's JHX Position: Q1 2023 in Review

InterOcean Capital Group sold out of James Hardie Industries (JHX) in Q1 2023, closing a stake of 14,213 shares — an estimated $255K sold.

InterOcean Capital Group first reported a position in JHX in Q1 2022 and held it in 4 quarters. The position peaked at $312K in Q2 2022. 76 funds tracked by Wall St. Rank hold JHX as of Q1 2023.

InterOcean Capital Group reported no remaining James Hardie Industries position as of Q1 2023 after selling out during the quarter.
InterOcean Capital Group sold 14,213 James Hardie Industries shares in Q1 2023, an estimated $255K.
InterOcean Capital Group first reported a position in James Hardie Industries in Q1 2022 and held it in 4 quarters.
InterOcean Capital Group's James Hardie Industries position peaked at $312K in Q2 2022.
76 funds tracked by Wall St. Rank held James Hardie Industries as of Q1 2023.

Based on InterOcean Capital Group's 13F filing for Q1 2023, filed 15 May 2023.