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Choate Investment Advisors’s Johnson Controls International JCI Stock Holding History

Choate Investment 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
2023
Q4 		– Sell
-4,281
Closed -$228K – 417
2023
Q3 		$228K Buy
+4,281
New +$264K 0.01% 333
2016
Q1 		– Sell
-11,558
Closed -$585K – 269
2015
Q4 		$585K Buy
+11,558
New +$523K 0.04% 155
2015
Q1 		– Sell
-11,558
Closed -$585K – 269
2014
Q4 		$585K Buy
+11,558
New +$565K 0.03% 156

Other funds holding JCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Choate Investment Advisors's JCI Position: Q4 2023 in Review

Choate Investment Advisors sold out of Johnson Controls International (JCI) in Q4 2023, closing a stake of 4,281 shares — an estimated $228K sold.

Choate Investment Advisors first reported a position in JCI in Q4 2014 and held it in 3 quarters. The position peaked at $585K in Q4 2015. 1,001 funds tracked by Wall St. Rank hold JCI as of Q4 2023.

  • Choate Investment Advisors reported no remaining Johnson Controls International position as of Q4 2023 after selling out during the quarter.
  • Choate Investment Advisors sold 4,281 Johnson Controls International shares in Q4 2023, an estimated $228K.
  • Choate Investment Advisors first reported a position in Johnson Controls International in Q4 2014 and held it in 3 quarters.
  • Choate Investment Advisors's Johnson Controls International position peaked at $585K in Q4 2015.
  • 1,001 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2023.

Based on Choate Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.