Berman Capital Advisors’s Johnson Controls International JCI Stock Holding History

Berman Capital 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
2021 Q3	$141K	Buy	2,096 +874	+72%	+$63.1K	0.02%	348
2021 Q2	$83K	Buy	1,222 +230	+23%	+$14.8K	0.01%	430
2021 Q1	$58K	Buy	992 +182	+22%	+$10K	0.01%	430
2020 Q4	$37K	Buy	810 +602	+289%	+$26.7K	0.01%	489
2020 Q3	$8K	Sell	208 -13	-6%	-$509	﹤0.01%	873
2020 Q2	$7K	Sell	221 -854	-79%	-$26.3K	﹤0.01%	882
2020 Q1	$28K	Sell	1,075 -26	-2%	-$969	0.01%	411
2019 Q4	$44K	Buy	1,101 +92	+9%	+$3.88K	0.01%	343
2019 Q3	$44K	Buy	1,009 +1	+0.1%	+$42	0.01%	329
2019 Q2	$41K	Buy	1,008 +240	+31%	+$9.23K	0.01%	340
2019 Q1	$28K	Buy	768 +192	+33%	+$6.59K	0.01%	381
2018 Q4	$16K	Buy	+576	New	+$19K	0.01%	426

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 $315B AUM 27.84% 1-Year Est. Return

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

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

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

Berman Capital Advisors's JCI Position: Q3 2021 in Review

Berman Capital Advisors increased its Johnson Controls International (JCI) stake by 72% in Q3 2021, buying an estimated $63.1K and bringing the position to 2,096 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #348.

Berman Capital Advisors first reported a position in JCI in Q4 2018 and has held it in 12 quarters since. 936 funds tracked by Wall St. Rank hold JCI as of Q3 2021.

Berman Capital Advisors held 2,096 shares of Johnson Controls International worth $141K as of Q3 2021.
Berman Capital Advisors bought 874 Johnson Controls International shares in Q3 2021, an estimated $63.1K.
Johnson Controls International made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #348 holding.
Berman Capital Advisors first reported a position in Johnson Controls International in Q4 2018 and has held it in 12 quarters since.
936 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.