DeDora Capital’s Johnson Controls International JCI Stock Holding History

DeDora Capital’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	-498	Closed	-$33K	–	256
2022 Q1	$33K	Buy	+498	New	+$34.3K	0.01%	195
2018 Q2	–	Sell	-6,581	Closed	-$232K	–	94
2018 Q1	$232K	Buy	6,581 +92	+1%	+$3.49K	0.19%	83
2017 Q4	$247K	Buy	+6,489	New	+$254K	0.2%	79

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

DeDora Capital's JCI Position: Q2 2022 in Review

DeDora Capital sold out of Johnson Controls International (JCI) in Q2 2022, closing a stake of 498 shares — an estimated $33K sold.

DeDora Capital first reported a position in JCI in Q4 2017 and held it in 3 quarters. The position peaked at $247K in Q4 2017. 882 funds tracked by Wall St. Rank hold JCI as of Q2 2022.

DeDora Capital reported no remaining Johnson Controls International position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 498 Johnson Controls International shares in Q2 2022, an estimated $33K.
DeDora Capital first reported a position in Johnson Controls International in Q4 2017 and held it in 3 quarters.
DeDora Capital's Johnson Controls International position peaked at $247K in Q4 2017.
882 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.