Enlightenment Research’s Johnson Controls International JCI Stock Holding History

Enlightenment Research’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	-9,400	Closed	-$640K	–	169
2021 Q3	$640K	Buy	+9,400	New	+$679K	0.78%	44
2020 Q2	–	Sell	-8,428	Closed	-$308K	–	145
2020 Q1	$308K	Buy	+8,428	New	+$314K	0.33%	91
2019 Q1	–	Sell	-4,600	Closed	-$136K	–	383
2018 Q4	$136K	Buy	+4,600	New	+$152K	0.17%	128

Other funds holding JCI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Enlightenment Research's JCI Position: Q4 2021 in Review

Enlightenment Research sold out of Johnson Controls International (JCI) in Q4 2021, closing a stake of 9,400 shares — an estimated $640K sold.

Enlightenment Research first reported a position in JCI in Q4 2018 and held it in 3 quarters. The position peaked at $640K in Q3 2021. 1,012 funds tracked by Wall St. Rank hold JCI as of Q4 2021.

Enlightenment Research reported no remaining Johnson Controls International position as of Q4 2021 after selling out during the quarter.
Enlightenment Research sold 9,400 Johnson Controls International shares in Q4 2021, an estimated $640K.
Enlightenment Research first reported a position in Johnson Controls International in Q4 2018 and held it in 3 quarters.
Enlightenment Research's Johnson Controls International position peaked at $640K in Q3 2021.
1,012 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2021.

Based on Enlightenment Research's 13F filing for Q4 2021, filed 14 Feb 2022.