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Baron Financial Group’s Johnson Controls International JCI Stock Holding History

Baron Financial Group’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
2021
Q4 		– Sell
-640
Closed -$43.6K – 224
2021
Q3 		$43.6K Hold
640
– – 0.03% 97
2021
Q2 		$43.9K Hold
640
– – 0.03% 95
2021
Q1 		$38.2K Sell
640
-35
-5% -$1.92K 0.03% 107
2020
Q4 		$31.4K Hold
675
– – 0.03% 113
2020
Q3 		$27.6K Buy
+675
New +$26.4K 0.03% 119

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Baron Financial Group's JCI Position: Q4 2021 in Review

Baron Financial Group sold out of Johnson Controls International (JCI) in Q4 2021, closing a stake of 640 shares — an estimated $43.6K sold.

Baron Financial Group first reported a position in JCI in Q3 2020 and held it in 5 quarters. The position peaked at $43.9K in Q2 2021. 1,012 funds tracked by Wall St. Rank hold JCI as of Q4 2021.

  • Baron Financial Group reported no remaining Johnson Controls International position as of Q4 2021 after selling out during the quarter.
  • Baron Financial Group sold 640 Johnson Controls International shares in Q4 2021, an estimated $43.6K.
  • Baron Financial Group first reported a position in Johnson Controls International in Q3 2020 and held it in 5 quarters.
  • Baron Financial Group's Johnson Controls International position peaked at $43.9K in Q2 2021.
  • 1,012 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2021.

Based on Baron Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.