MYIA
JHX icon

Mount Yale Investment Advisors’s James Hardie Industries JHX Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-15,616
Closed -$420K – 1153
2025
Q2 		$420K Buy
+15,616
New +$377K 0.03% 379
2024
Q2 		– Sell
-14,755
Closed -$597K – 561
2024
Q1 		$597K Buy
14,755
+2,426
+20% +$93.3K 0.05% 316
2023
Q4 		$477K Buy
+12,329
New +$370K 0.05% 323

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 $298B AUM 21.96% 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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mount Yale Investment Advisors's JHX Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of James Hardie Industries (JHX) in Q3 2025, closing a stake of 15,616 shares — an estimated $420K sold.

Mount Yale Investment Advisors first reported a position in JHX in Q4 2023 and held it in 3 quarters. The position peaked at $597K in Q1 2024. 279 funds tracked by Wall St. Rank hold JHX as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining James Hardie Industries position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 15,616 James Hardie Industries shares in Q3 2025, an estimated $420K.
  • Mount Yale Investment Advisors first reported a position in James Hardie Industries in Q4 2023 and held it in 3 quarters.
  • Mount Yale Investment Advisors's James Hardie Industries position peaked at $597K in Q1 2024.
  • 279 funds tracked by Wall St. Rank held James Hardie Industries as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.