Bedel Financial Consulting’s Johnson Controls International JCI Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-20	Closed	-$1K	–	540
2022 Q1	$1K	Sell	20 -116	-85%	-$7.98K	﹤0.01%	927
2021 Q4	$11K	Buy	136 +12	+10%	+$908	﹤0.01%	673
2021 Q3	$8K	Hold	124	–	–	﹤0.01%	705
2021 Q2	$9K	Buy	124 +104	+520%	+$6.71K	﹤0.01%	693
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	896
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	799
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	776
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	741
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	748
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	731
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	711
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	688
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	679
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	650
2018 Q3	$0	Hold	20	–	–	﹤0.01%	701
2018 Q2	$1K	Hold	20	–	–	﹤0.01%	659
2018 Q1	$1K	Buy	+20	New	+$760	﹤0.01%	649

Other funds holding JCI

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

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

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

PAMS

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

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

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

Bedel Financial Consulting's JCI Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Johnson Controls International (JCI) in Q2 2022, closing a stake of 20 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in JCI in Q1 2018 and held it in 17 quarters. The position peaked at $11K in Q4 2021. 882 funds tracked by Wall St. Rank hold JCI as of Q2 2022.

Bedel Financial Consulting reported no remaining Johnson Controls International position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 20 Johnson Controls International shares in Q2 2022, an estimated $1K.
Bedel Financial Consulting first reported a position in Johnson Controls International in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Johnson Controls International position peaked at $11K in Q4 2021.
882 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.