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Geller Advisors’s Johnson Controls International JCI Stock Holding History

Geller Advisors’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
Q4 		$228K Buy
2,870
+78
+3% +$6.26K 0.02% 236
2024
Q3 		$218K Buy
+2,792
New +$196K 0.02% 247
2023
Q3 		– Sell
-3,567
Closed -$245K – 263
2023
Q2 		$245K Sell
3,567
-984
-22% -$60.5K 0.03% 219
2023
Q1 		$276K Buy
4,551
+499
+12% +$31.9K 0.04% 132
2022
Q4 		$261K Sell
4,052
-142
-3% -$8.69K 0.04% 111
2022
Q3 		$208K Buy
4,194
+38
+0.9% +$2.02K 0.05% 123
2022
Q2 		$200K Sell
4,156
-513
-11% -$28.6K 0.04% 135
2022
Q1 		$308K Buy
4,669
+1,073
+30% +$73.8K 0.06% 108
2021
Q4 		$294K Buy
3,596
+6
+0.2% +$454 0.06% 119
2021
Q3 		$245K Sell
3,590
-820
-19% -$59.2K 0.05% 124
2021
Q2 		$304K Buy
4,410
+689
+19% +$44.5K 0.07% 90
2021
Q1 		$223K Buy
+3,721
New +$205K 0.05% 112

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geller Advisors's JCI Position: Q4 2024 in Review

Geller Advisors increased its Johnson Controls International (JCI) stake by 2.8% in Q4 2024, buying an estimated $6.26K and bringing the position to 2,870 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #236.

Geller Advisors first reported a position in JCI in Q1 2021 and has held it in 12 quarters since. The position peaked at $308K in Q1 2022. 1,197 funds tracked by Wall St. Rank hold JCI as of Q4 2024.

  • Geller Advisors held 2,870 shares of Johnson Controls International worth $228K as of Q4 2024.
  • Geller Advisors bought 78 Johnson Controls International shares in Q4 2024, an estimated $6.26K.
  • Johnson Controls International made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #236 holding.
  • Geller Advisors first reported a position in Johnson Controls International in Q1 2021 and has held it in 12 quarters since.
  • Geller Advisors's Johnson Controls International position peaked at $308K in Q1 2022.
  • 1,197 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.