SW
JHX icon

Simplicity Wealth’s James Hardie Industries JHX Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-10,692
Closed -$337K – 854
2024
Q2 		$337K Buy
10,692
+836
+8% +$28.8K 0.01% 912
2024
Q1 		$399K Buy
+9,856
New +$379K 0.01% 816

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Simplicity Wealth's JHX Position: Q3 2024 in Review

Simplicity Wealth sold out of James Hardie Industries (JHX) in Q3 2024, closing a stake of 10,692 shares — an estimated $337K sold.

Simplicity Wealth first reported a position in JHX in Q1 2024 and held it in 2 quarters. The position peaked at $399K in Q1 2024. 148 funds tracked by Wall St. Rank hold JHX as of Q3 2024.

  • Simplicity Wealth reported no remaining James Hardie Industries position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 10,692 James Hardie Industries shares in Q3 2024, an estimated $337K.
  • Simplicity Wealth first reported a position in James Hardie Industries in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's James Hardie Industries position peaked at $399K in Q1 2024.
  • 148 funds tracked by Wall St. Rank held James Hardie Industries as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.