First Personal Financial Services’s Johnson Controls International JCI Stock Holding History

First Personal Financial Services’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
2024 Q3	$7.06K	Buy	91 +8	+10%	+$561	﹤0.01%	332
2024 Q2	$5.52K	Hold	83	–	–	﹤0.01%	310
2024 Q1	$5.42K	Hold	83	–	–	﹤0.01%	306
2023 Q4	$4.79K	Hold	83	–	–	﹤0.01%	339
2023 Q3	$4.42K	Hold	83	–	–	﹤0.01%	345
2023 Q2	$5.66K	Hold	83	–	–	﹤0.01%	336
2023 Q1	$5K	Hold	83	–	–	﹤0.01%	357
2022 Q4	$5.31K	Hold	83	–	–	﹤0.01%	355
2022 Q3	$4K	Buy	+83	New	+$4.4K	﹤0.01%	388
2020 Q1	–	Sell	-45	Closed	-$2K	–	416
2019 Q4	$2K	Hold	45	–	–	﹤0.01%	372
2019 Q3	$2K	Hold	45	–	–	﹤0.01%	427
2019 Q2	$2K	Buy	+45	New	+$1.73K	﹤0.01%	666
2019 Q1	–	Sell	-21	Closed	-$1K	–	686
2018 Q4	$1K	Sell	21 -53	-72%	-$1.75K	﹤0.01%	639
2018 Q3	$3K	Buy	+74	New	+$2.73K	﹤0.01%	644
2018 Q2	–	Sell	-315	Closed	-$11K	–	804
2018 Q1	$11K	Buy	+315	New	+$12K	﹤0.01%	763
2017 Q4	–	Sell	-315	Closed	-$13K	–	998
2017 Q3	$13K	Hold	315	–	–	﹤0.01%	657
2017 Q2	$14K	Hold	315	–	–	﹤0.01%	646
2017 Q1	$13K	Hold	315	–	–	﹤0.01%	658
2016 Q4	$13K	Hold	315	–	–	﹤0.01%	641
2016 Q3	$15K	Buy	+315	New	+$14.6K	﹤0.01%	490
2016 Q1	–	Sell	-9,389	Closed	-$388K	–	354
2015 Q4	$388K	Sell	9,389 -95	-1%	-$4.3K	0.22%	91
2015 Q3	$411K	Sell	9,484 -96	-1%	-$4.42K	0.25%	88
2015 Q2	$497K	Buy	9,580 +233	+2%	+$12.5K	0.3%	85
2015 Q1	$494K	Buy	9,347 +744	+9%	+$37.8K	0.3%	84
2014 Q4	$435K	Buy	+8,603	New	+$420K	0.25%	90

Other funds holding JCI

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Personal Financial Services's JCI Position: Q3 2024 in Review

First Personal Financial Services increased its Johnson Controls International (JCI) stake by 9.6% in Q3 2024, buying an estimated $561 and bringing the position to 91 shares worth $7.06K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

First Personal Financial Services first reported a position in JCI in Q4 2014 and has held it in 25 quarters since. The position peaked at $497K in Q2 2015. 1,099 funds tracked by Wall St. Rank hold JCI as of Q3 2024.

First Personal Financial Services held 91 shares of Johnson Controls International worth $7.06K as of Q3 2024.
First Personal Financial Services bought 8 Johnson Controls International shares in Q3 2024, an estimated $561.
Johnson Controls International made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #332 holding.
First Personal Financial Services first reported a position in Johnson Controls International in Q4 2014 and has held it in 25 quarters since.
First Personal Financial Services's Johnson Controls International position peaked at $497K in Q2 2015.
1,099 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.