Better Money Decisions’s Johnson Controls International JCI Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-421	Closed	-$20K	–	248
2022 Q2	$20K	Buy	+421	New	+$23.4K	0.02%	226
2021 Q4	–	Sell	-421	Closed	-$29K	–	329
2021 Q3	$29K	Sell	421 -24	-5%	-$1.73K	0.02%	223
2021 Q2	$31K	Hold	445	–	–	0.03%	203
2021 Q1	$27K	Buy	+445	New	+$24.5K	0.03%	189

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

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

Better Money Decisions's JCI Position: Q3 2022 in Review

Better Money Decisions sold out of Johnson Controls International (JCI) in Q3 2022, closing a stake of 421 shares — an estimated $20K sold.

Better Money Decisions first reported a position in JCI in Q1 2021 and held it in 4 quarters. The position peaked at $31K in Q2 2021. 858 funds tracked by Wall St. Rank hold JCI as of Q3 2022.

Better Money Decisions reported no remaining Johnson Controls International position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 421 Johnson Controls International shares in Q3 2022, an estimated $20K.
Better Money Decisions first reported a position in Johnson Controls International in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Johnson Controls International position peaked at $31K in Q2 2021.
858 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.