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Baldwin Wealth Partners’s Johnson Controls International JCI Stock Holding History

Baldwin Wealth Partners’s Portfolio JCI Stock Details JCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-22
Closed -$1.72K – 642
2024
Q3 		$1.72K Buy
+22
New +$1.54K ﹤0.01% 964
2018
Q4 		– Sell
-200
Closed -$7K – 523
2018
Q3 		$7K Hold
200
– – ﹤0.01% 473
2018
Q2 		$7K Hold
200
– – ﹤0.01% 469
2018
Q1 		$7K Sell
200
-1,709
-90% -$64.9K ﹤0.01% 445
2017
Q4 		$73K Hold
1,909
– – 0.01% 269
2017
Q3 		$77K Hold
1,909
– – 0.01% 254
2017
Q2 		$83K Hold
1,909
– – 0.01% 254
2017
Q1 		$80K Buy
1,909
+300
+19% +$12.7K 0.01% 258
2016
Q4 		$66K Hold
1,609
– – 0.01% 268
2016
Q3 		$75K Buy
+1,609
New +$74.6K 0.01% 263
2015
Q3 		– Sell
-2,773
Closed -$144K – 251
2015
Q2 		$144K Hold
2,773
– – 0.02% 230
2015
Q1 		$146K Buy
2,773
+467
+20% +$23.7K 0.02% 227
2014
Q4 		$117K Sell
2,306
-816
-26% -$39.9K 0.02% 237
2014
Q3 		$144K Sell
3,122
-22,078
-88% -$1.11M 0.02% 243
2014
Q2 		$1.32M Buy
25,200
+1,936
+8% +$96.3K 0.2% 103
2014
Q1 		$1.15M Buy
23,264
+177
+0.8% +$8.96K 0.19% 111
2013
Q4 		$1.24M Buy
23,087
+19,411
+528% +$955K 0.2% 107
2013
Q3 		$160K Sell
3,676
-24
-0.6% -$1.02K 0.03% 224
2013
Q2 		$139K Buy
+3,700
New +$138K 0.03% 213

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baldwin Wealth Partners's JCI Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Johnson Controls International (JCI) in Q4 2024, closing a stake of 22 shares — an estimated $1.72K sold.

Baldwin Wealth Partners first reported a position in JCI in Q2 2013 and held it in 19 quarters. The position peaked at $1.32M in Q2 2014. 1,200 funds tracked by Wall St. Rank hold JCI as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Johnson Controls International position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 22 Johnson Controls International shares in Q4 2024, an estimated $1.72K.
  • Baldwin Wealth Partners first reported a position in Johnson Controls International in Q2 2013 and held it in 19 quarters.
  • Baldwin Wealth Partners's Johnson Controls International position peaked at $1.32M in Q2 2014.
  • 1,200 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.