de Creative Planning Johnson Controls International JCI Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 33.3 M | Comprar |
227,916
+28,371
| +14% | +USD 4.01 M | 0.02% | 326 |
|
|
2026
Q1 | USD 26.1 M | Comprar |
199,545
+39,726
| +25% | +USD 5.13 M | 0.02% | 343 |
|
|
2025
Q4 | USD 19.1 M | Comprar |
159,819
+11,942
| +8% | +USD 1.37 M | 0.01% | 402 |
|
|
2025
Q3 | USD 16.3 M | Comprar |
147,877
+22,736
| +18% | +USD 2.43 M | 0.01% | 419 |
|
|
2025
Q2 | USD 13.2 M | Comprar |
125,141
+6,788
| +6% | +USD 625 k | 0.01% | 444 |
|
|
2025
Q1 | USD 9.48 M | Comprar |
118,353
+34,921
| +42% | +USD 2.87 M | 0.01% | 497 |
|
|
2024
Q4 | USD 6.59 M | Comprar |
83,432
+9,838
| +13% | +USD 789 k | 0.01% | 576 |
|
|
2024
Q3 | USD 5.71 M | Comprar |
73,594
+7,375
| +11% | +USD 517 k | 0.01% | 597 |
|
|
2024
Q2 | USD 4.4 M | Comprar |
66,219
+8,364
| +14% | +USD 563 k | ﹤0.01% | 669 |
|
|
2024
Q1 | USD 3.78 M | Comprar |
57,855
+5,342
| +10% | +USD 311 k | ﹤0.01% | 708 |
|
|
2023
Q4 | USD 3.03 M | Comprar |
52,513
+4,943
| +10% | +USD 259 k | 0.01% | 739 |
|
|
2023
Q3 | USD 2.53 M | Vender |
47,570
-3,989
| -8% | -USD 246 k | ﹤0.01% | 758 |
|
|
2023
Q2 | USD 3.51 M | Comprar |
51,559
+5,117
| +11% | +USD 315 k | ﹤0.01% | 620 |
|
|
2023
Q1 | USD 2.8 M | Vender |
46,442
-1,447
| -3% | -USD 92.6 k | ﹤0.01% | 667 |
|
|
2022
Q4 | USD 3.06 M | Comprar |
47,889
+5,707
| +14% | +USD 349 k | ﹤0.01% | 610 |
|
|
2022
Q3 | USD 2.08 M | Comprar |
42,182
+2,919
| +7% | +USD 155 k | ﹤0.01% | 690 |
|
|
2022
Q2 | USD 1.88 M | Vender |
39,263
-2,919
| -7% | -USD 163 k | ﹤0.01% | 737 |
|
|
2022
Q1 | USD 2.77 M | Comprar |
42,182
+5,173
| +14% | +USD 356 k | ﹤0.01% | 622 |
|
|
2021
Q4 | USD 3.01 M | Vender |
37,009
-9,354
| -20% | -USD 708 k | ﹤0.01% | 566 |
|
|
2021
Q3 | USD 3.16 M | Comprar |
46,363
+4,090
| +10% | +USD 295 k | 0.01% | 551 |
|
|
2021
Q2 | USD 2.9 M | Vender |
42,273
-6,733
| -14% | -USD 434 k | 0.01% | 555 |
|
|
2021
Q1 | USD 2.92 M | Vender |
49,006
-16,889
| -26% | -USD 928 k | 0.01% | 570 |
|
|
2020
Q4 | USD 3.07 M | Comprar |
65,895
+34,174
| +108% | +USD 1.52 M | 0.01% | 508 |
|
|
2020
Q3 | USD 1.3 M | Comprar |
31,721
+4,553
| +17% | +USD 178 k | ﹤0.01% | 708 |
|
|
2020
Q2 | USD 928 k | Vender |
27,168
-1,479
| -5% | -USD 45.5 k | ﹤0.01% | 769 |
|
|
2020
Q1 | USD 772 k | Vender |
28,647
-1,337
| -4% | -USD 49.8 k | ﹤0.01% | 744 |
|
|
2019
Q4 | USD 1.22 M | Vender |
29,984
-16,275
| -35% | -USD 687 k | ﹤0.01% | 704 |
|
|
2019
Q3 | USD 2.03 M | Vender |
46,259
-1,882
| -4% | -USD 79.7 k | 0.01% | 486 |
|
|
2019
Q2 | USD 1.99 M | Vender |
48,141
-2,328
| -5% | -USD 89.5 k | 0.01% | 499 |
|
|
2019
Q1 | USD 1.86 M | Vender |
50,469
-2,007
| -4% | -USD 68.8 k | 0.01% | 487 |
|
|
2018
Q4 | USD 1.56 M | Comprar |
52,476
+7,082
| +16% | +USD 234 k | 0.01% | 494 |
|
|
2018
Q3 | USD 1.59 M | Comprar |
45,394
+1,688
| +4% | +USD 62.2 k | 0.01% | 552 |
|
|
2018
Q2 | USD 1.46 M | Vender |
43,706
-1,680
| -4% | -USD 58.4 k | 0.01% | 562 |
|
|
2018
Q1 | USD 1.6 M | Comprar |
45,386
+873
| +2% | +USD 33.2 k | 0.01% | 525 |
|
|
2017
Q4 | USD 1.7 M | Vender |
44,513
-3,047
| -6% | -USD 119 k | 0.01% | 511 |
|
|
2017
Q3 | USD 1.92 M | Vender |
47,560
-3,946
| -8% | -USD 160 k | 0.01% | 475 |
|
|
2017
Q2 | USD 2.23 M | Comprar |
51,506
+2,573
| +5% | +USD 108 k | 0.01% | 412 |
|
|
2017
Q1 | USD 2.06 M | Vender |
48,933
-9,764
| -17% | -USD 413 k | 0.01% | 411 |
|
|
2016
Q4 | USD 2.42 M | Vender |
58,697
-9,074
| -13% | -USD 397 k | 0.01% | 355 |
|
|
2016
Q3 | USD 3.15 M | Comprar |
67,771
+40,725
| +151% | +USD 1.89 M | 0.02% | 282 |
|
|
2016
Q2 | USD 1.25 M | Comprar |
27,046
+2,053
| +8% | +USD 90.5 k | 0.01% | 455 |
|
|
2016
Q1 | USD 1.02 M | Vender |
24,993
-828
| -3% | -USD 31.6 k | 0.01% | 499 |
|
|
2015
Q4 | USD 1.07 M | Vender |
25,821
-7,960
| -24% | -USD 360 k | 0.01% | 487 |
|
|
2015
Q3 | USD 1.46 M | Vender |
33,781
-1,465
| -4% | -USD 67.5 k | 0.01% | 370 |
|
|
2015
Q2 | USD 1.83 M | Comprar |
35,246
+6,024
| +21% | +USD 322 k | 0.02% | 313 |
|
|
2015
Q1 | USD 1.54 M | Comprar |
29,222
+1,800
| +7% | +USD 91.5 k | 0.01% | 342 |
|
|
2014
Q4 | USD 1.39 M | Comprar |
27,422
+1,423
| +5% | +USD 69.5 k | 0.01% | 351 |
|
|
2014
Q3 | USD 1.2 M | Comprar |
25,999
+3,535
| +16% | +USD 178 k | 0.01% | 347 |
|
|
2014
Q2 | USD 1.18 M | Vender |
22,464
-1,055
| -4% | -USD 52.5 k | 0.02% | 343 |
|
|
2014
Q1 | USD 1.16 M | Comprar |
23,519
+3,644
| +18% | +USD 185 k | 0.02% | 326 |
|
|
2013
Q4 | USD 1.07 M | Vender |
19,875
-21,925
| -52% | -USD 1.08 M | 0.02% | 285 |
|
|
2013
Q3 | USD 1.82 M | Comprar |
41,800
+5,318
| +15% | +USD 225 k | 0.04% | 162 |
|
|
2013
Q2 | USD 1.37 M | Comprar |
+36,482
| Nuevas | +USD 1.36 M | 0.03% | 186 |
|
Otros fondos que tienen JCI en su cartera
Posición de Creative Planning en JCI: resumen de T2 2026
Creative Planning aumentó su participación en Johnson Controls International (JCI) en 14% durante T2 2026, al comprar aproximadamente USD 4.01 M y elevar la posición a 227,916 acciones con un valor de USD 33.3 M. La posición representa 0.02% de la cartera y ocupa el puesto #326.
Creative Planning reportó por primera vez una posición en JCI en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 1,618 fondos que sigue Wall St. Rank mantienen una posición en JCI.
- Al cierre de T2 2026, Creative Planning tenía 227,916 acciones de Johnson Controls International con un valor de USD 33.3 M.
- Creative Planning compró 28,371 acciones de Johnson Controls International en T2 2026, por un monto estimado de USD 4.01 M.
- Johnson Controls International representó 0.02% de la cartera de Creative Planning en T2 2026 y fue su posición número 326.
- Creative Planning reportó por primera vez una posición en Johnson Controls International en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 1,618 fondos que sigue Wall St. Rank tenían Johnson Controls International en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.