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Legacy Advisors’s James Hardie Industries JHX Stock Holding History

Legacy Advisors’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
-174
Closed -$679K – 216
2025
Q1 		$679K Buy
+174
New +$5.47K 0.07% 217

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

Legacy Advisors's JHX Position: Q2 2025 in Review

Legacy Advisors sold out of James Hardie Industries (JHX) in Q2 2025, closing a stake of 174 shares — an estimated $679K sold.

Legacy Advisors first reported a position in JHX in Q1 2025 and held it in 1 quarter. The position peaked at $679K in Q1 2025. 193 funds tracked by Wall St. Rank hold JHX as of Q2 2025.

  • Legacy Advisors reported no remaining James Hardie Industries position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 174 James Hardie Industries shares in Q2 2025, an estimated $679K.
  • Legacy Advisors first reported a position in James Hardie Industries in Q1 2025 and held it in 1 quarter.
  • Legacy Advisors's James Hardie Industries position peaked at $679K in Q1 2025.
  • 193 funds tracked by Wall St. Rank held James Hardie Industries as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.