JHX β€” JAMES HARDIE INDS PLC

Ownership history in Gitterman Wealth Management, LLC  Β·  1 quarter on record

AI Ownership Summary

Gitterman Wealth Management, LLC reported JAMES HARDIE INDS PLC (JHX) in 1 quarterly 13F filing from 2025 Q2 through 2025 Q2. Peak portfolio weight reached 0.04% in 2025 Q2. The latest visible filing shows JHX at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JHX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gitterman Wealth Management, LLC's position in JAMES HARDIE INDS PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

JHX was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gitterman Wealth Management, LLC held JHX β€” position size vs. price
% of Fund (quarterly)    JHX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 INITIATED 6,375 β€” β€” 0.04% $171K 2025-08-12 $28.66

🏒 Other funds also holding JHX

As of 2026 Q1 β€” sorted by position size

FNY Investment Advisers, LLC 3Y 7Y 0.02% Byrne Asset Management LLC 3Y 0.0%

FAQ About Gitterman Wealth Management, LLC and JHX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gitterman Wealth Management, LLC reported owning JHX?

Gitterman Wealth Management, LLC reported JHX across 1 quarterly 13F filings, from 2025 Q2 through 2025 Q2.

What was the largest reported JHX position in Gitterman Wealth Management, LLC's portfolio?

The largest reported portfolio weight for JHX was 0.04% in 2025 Q2.

What is the latest reported JHX position on this page?

The most recent filing on this page is 2025 Q2, when Gitterman Wealth Management, LLC reported 6,375 shares, equal to 0.04% of portfolio, with an estimated market value of $171K.

What does the chart on this JHX ownership page compare?

The chart compares Gitterman Wealth Management, LLC's quarterly JHX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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