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FormulaFolio Investments’s Johnson Controls International JCI Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-4,972
Closed -$232K – 643
2020
Q4 		$232K Buy
+4,972
New +$221K ﹤0.01% 590

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FormulaFolio Investments's JCI Position: Q1 2021 in Review

FormulaFolio Investments sold out of Johnson Controls International (JCI) in Q1 2021, closing a stake of 4,972 shares — an estimated $232K sold.

FormulaFolio Investments first reported a position in JCI in Q4 2020 and held it in 1 quarter. The position peaked at $232K in Q4 2020. 867 funds tracked by Wall St. Rank hold JCI as of Q1 2021.

  • FormulaFolio Investments reported no remaining Johnson Controls International position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 4,972 Johnson Controls International shares in Q1 2021, an estimated $232K.
  • FormulaFolio Investments first reported a position in Johnson Controls International in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Johnson Controls International position peaked at $232K in Q4 2020.
  • 867 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.