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Venturi Wealth Management’s James Hardie Industries JHX Stock Holding History

Venturi Wealth 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
Q1 		– Sell
-278
Closed -$8.57K – 1245
2024
Q4 		$8.57K Buy
278
+190
+216% +$6.56K ﹤0.01% 1471
2024
Q3 		$3.53K Buy
+88
New +$3.09K ﹤0.01% 1567

Other funds holding JHX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Venturi Wealth Management's JHX Position: Q1 2025 in Review

Venturi Wealth Management sold out of James Hardie Industries (JHX) in Q1 2025, closing a stake of 278 shares — an estimated $8.57K sold.

Venturi Wealth Management first reported a position in JHX in Q3 2024 and held it in 2 quarters. The position peaked at $8.57K in Q4 2024. 157 funds tracked by Wall St. Rank hold JHX as of Q1 2025.

  • Venturi Wealth Management reported no remaining James Hardie Industries position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 278 James Hardie Industries shares in Q1 2025, an estimated $8.57K.
  • Venturi Wealth Management first reported a position in James Hardie Industries in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's James Hardie Industries position peaked at $8.57K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held James Hardie Industries as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.