Baron Silver Stevens Financial Advisors’s Johnson Controls International JCI Stock Holding History

Baron Silver Stevens Financial Advisors’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
2022 Q4	–	Sell	-1,867	Closed	-$333	–	123
2022 Q3	$333	Buy	+1,867	New	+$99K	0.09%	63
2021 Q1	–	Sell	-320	Closed	-$14K	–	260
2020 Q4	$14K	Buy	+320	New	+$14.2K	﹤0.01%	228

Other funds holding JCI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's JCI Position: Q4 2022 in Review

Baron Silver Stevens Financial Advisors sold out of Johnson Controls International (JCI) in Q4 2022, closing a stake of 1,867 shares — an estimated $333 sold.

Baron Silver Stevens Financial Advisors first reported a position in JCI in Q4 2020 and held it in 2 quarters. The position peaked at $14K in Q4 2020. 962 funds tracked by Wall St. Rank hold JCI as of Q4 2022.

Baron Silver Stevens Financial Advisors reported no remaining Johnson Controls International position as of Q4 2022 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 1,867 Johnson Controls International shares in Q4 2022, an estimated $333.
Baron Silver Stevens Financial Advisors first reported a position in Johnson Controls International in Q4 2020 and held it in 2 quarters.
Baron Silver Stevens Financial Advisors's Johnson Controls International position peaked at $14K in Q4 2020.
962 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2022.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.