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D'Orazio & Associates’s Johnson Controls International JCI Stock Holding History

D'Orazio & Associates’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
Q4 		– Sell
-584
Closed -$40K – 403
2021
Q3 		$40K Buy
+584
New +$42.2K 0.01% 239

Other funds holding JCI

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

D'Orazio & Associates's JCI Position: Q4 2021 in Review

D'Orazio & Associates sold out of Johnson Controls International (JCI) in Q4 2021, closing a stake of 584 shares — an estimated $40K sold.

D'Orazio & Associates first reported a position in JCI in Q3 2021 and held it in 1 quarter. The position peaked at $40K in Q3 2021. 1,012 funds tracked by Wall St. Rank hold JCI as of Q4 2021.

  • D'Orazio & Associates reported no remaining Johnson Controls International position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 584 Johnson Controls International shares in Q4 2021, an estimated $40K.
  • D'Orazio & Associates first reported a position in Johnson Controls International in Q3 2021 and held it in 1 quarter.
  • D'Orazio & Associates's Johnson Controls International position peaked at $40K in Q3 2021.
  • 1,012 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.