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Lake Street Advisors Group’s James Hardie Industries JHX Stock Holding History

Lake Street Advisors 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
2024
Q4 		$331K Sell
10,753
-909
-8% -$31.4K 0.02% 414
2024
Q3 		$468K Buy
11,662
+1,115
+11% +$39.2K 0.02% 344
2024
Q2 		$333K Sell
10,547
-594
-5% -$20.4K 0.02% 416
2024
Q1 		$451K Buy
11,141
+47
+0.4% +$1.81K 0.02% 359
2023
Q4 		$429K Sell
11,094
-592
-5% -$17.8K 0.02% 356
2023
Q3 		$307K Buy
11,686
+186
+2% +$5.26K 0.02% 227
2023
Q2 		$309K Buy
11,500
+958
+9% +$23.1K 0.02% 226
2023
Q1 		$228K Sell
10,542
-1,208
-10% -$25.6K 0.01% 226
2022
Q4 		$211K Sell
11,750
-932
-7% -$18.7K 0.01% 217
2022
Q3 		$251K Buy
12,682
+1,223
+11% +$28.6K 0.02% 218
2022
Q2 		$251K Sell
11,459
-571
-5% -$15.1K 0.02% 192
2022
Q1 		$363K Sell
12,030
-1,352
-10% -$45.8K 0.02% 182
2021
Q4 		$545K Buy
13,382
+1,441
+12% +$56.5K 0.03% 166
2021
Q3 		$426K Buy
11,941
+1,476
+14% +$54.1K 0.05% 134
2021
Q2 		$391K Sell
10,465
-354
-3% -$11.9K 0.03% 202
2021
Q1 		$331K Sell
10,819
-222
-2% -$6.59K 0.03% 213
2020
Q4 		$327K Sell
11,041
-168
-1% -$4.57K 0.03% 208
2020
Q3 		$267K Sell
11,209
-1,004
-8% -$21.6K 0.03% 225
2020
Q2 		$235K Buy
+12,213
New +$188K 0.02% 236

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 $6.73T AUM 46.02% 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

Lake Street Advisors Group's JHX Position: Q4 2024 in Review

Lake Street Advisors Group reduced its James Hardie Industries (JHX) stake by 7.8% in Q4 2024, selling an estimated $31.4K and leaving 10,753 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #414.

Lake Street Advisors Group first reported a position in JHX in Q2 2020 and has held it in 19 quarters since. The position peaked at $545K in Q4 2021. 149 funds tracked by Wall St. Rank hold JHX as of Q4 2024.

  • Lake Street Advisors Group held 10,753 shares of James Hardie Industries worth $331K as of Q4 2024.
  • Lake Street Advisors Group sold 909 James Hardie Industries shares in Q4 2024, an estimated $31.4K.
  • James Hardie Industries made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #414 holding.
  • Lake Street Advisors Group first reported a position in James Hardie Industries in Q2 2020 and has held it in 19 quarters since.
  • Lake Street Advisors Group's James Hardie Industries position peaked at $545K in Q4 2021.
  • 149 funds tracked by Wall St. Rank held James Hardie Industries as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.