MIM
JHX icon

Morningstar Investment Management’s James Hardie Industries JHX Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-302,014
Closed -$5.8M – 398
2025
Q3 		$5.8M Buy
+302,014
New +$7.23M 0.21% 123

Other funds holding JHX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Morningstar Investment Management's JHX Position: Q4 2025 in Review

Morningstar Investment Management sold out of James Hardie Industries (JHX) in Q4 2025, closing a stake of 302,014 shares — an estimated $5.8M sold.

Morningstar Investment Management first reported a position in JHX in Q3 2025 and held it in 1 quarter. The position peaked at $5.8M in Q3 2025. 290 funds tracked by Wall St. Rank hold JHX as of Q4 2025.

  • Morningstar Investment Management reported no remaining James Hardie Industries position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 302,014 James Hardie Industries shares in Q4 2025, an estimated $5.8M.
  • Morningstar Investment Management first reported a position in James Hardie Industries in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's James Hardie Industries position peaked at $5.8M in Q3 2025.
  • 290 funds tracked by Wall St. Rank held James Hardie Industries as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.