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Summit Trail Advisors’s James Hardie Industries JHX Stock Holding History

Summit Trail 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
2026
Q1 		$381K Sell
20,142
-2,157
-10% -$48.5K 0.01% 1249
2025
Q4 		$463K Buy
22,299
+9,677
+77% +$194K 0.01% 1102
2025
Q3 		$242K Buy
+12,622
New +$302K ﹤0.01% 1250
2018
Q1 		– Sell
-2,696
Closed -$47K – 1076
2017
Q4 		$47K Buy
+2,696
New +$42.2K 0.01% 833

Other funds holding JHX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Summit Trail Advisors's JHX Position: Q1 2026 in Review

Summit Trail Advisors reduced its James Hardie Industries (JHX) stake by 9.7% in Q1 2026, selling an estimated $48.5K and leaving 20,142 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #1249.

Summit Trail Advisors first reported a position in JHX in Q4 2017 and has held it in 4 quarters since. The position peaked at $463K in Q4 2025. 297 funds tracked by Wall St. Rank hold JHX as of Q1 2026.

  • Summit Trail Advisors held 20,142 shares of James Hardie Industries worth $381K as of Q1 2026.
  • Summit Trail Advisors sold 2,157 James Hardie Industries shares in Q1 2026, an estimated $48.5K.
  • James Hardie Industries made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1249 holding.
  • Summit Trail Advisors first reported a position in James Hardie Industries in Q4 2017 and has held it in 4 quarters since.
  • Summit Trail Advisors's James Hardie Industries position peaked at $463K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held James Hardie Industries as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.