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EPG Wealth Management’s Johnson Controls International JCI Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-299
Closed -$8K – 474
2020
Q1 		$8K Buy
299
+230
+333% +$8.57K 0.01% 517
2019
Q4 		$3K Buy
+69
New +$2.91K ﹤0.01% 574

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EPG Wealth Management's JCI Position: Q2 2020 in Review

EPG Wealth Management sold out of Johnson Controls International (JCI) in Q2 2020, closing a stake of 299 shares — an estimated $8K sold.

EPG Wealth Management first reported a position in JCI in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q1 2020. 686 funds tracked by Wall St. Rank hold JCI as of Q2 2020.

  • EPG Wealth Management reported no remaining Johnson Controls International position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 299 Johnson Controls International shares in Q2 2020, an estimated $8K.
  • EPG Wealth Management first reported a position in Johnson Controls International in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Johnson Controls International position peaked at $8K in Q1 2020.
  • 686 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.