Householder Group Estate & Retirement Specialist’s Johnson Controls International JCI Stock Holding History

Householder Group Estate & Retirement Specialist’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	$245K	Hold	3,115	–	–	0.18%	90
2024 Q3	$241K	Hold	3,115	–	–	0.07%	221
2024 Q2	$207K	Hold	3,115	–	–	0.06%	242
2024 Q1	$203K	Buy	3,115 +20	+0.6%	+$1.17K	0.06%	239
2023 Q4	$178K	Buy	3,095 +24	+0.8%	+$1.26K	0.06%	253
2023 Q3	$163K	Buy	+3,071	New	+$189K	0.06%	240
2023 Q1	$183K	Buy	3,036 +15	+0.5%	+$960	0.07%	209
2022 Q4	$193K	Buy	3,021 +21	+0.7%	+$1.28K	0.29%	48
2022 Q3	$147K	Buy	+3,000	New	+$159K	0.06%	208
2022 Q1	–	Sell	-2,949	Closed	-$240K	–	201
2021 Q4	$240K	Buy	+2,949	New	+$223K	0.09%	179

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Householder Group Estate & Retirement Specialist's JCI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Johnson Controls International (JCI) position steady in Q4 2024 at 3,115 shares worth $245K. The position accounts for 0.18% of the portfolio, ranked #90.

Householder Group Estate & Retirement Specialist first reported a position in JCI in Q4 2021 and has held it in 10 quarters since. 1,198 funds tracked by Wall St. Rank hold JCI as of Q4 2024.

Householder Group Estate & Retirement Specialist held 3,115 shares of Johnson Controls International worth $245K as of Q4 2024.
Householder Group Estate & Retirement Specialist left its Johnson Controls International share count unchanged in Q4 2024.
Johnson Controls International made up 0.18% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #90 holding.
Householder Group Estate & Retirement Specialist first reported a position in Johnson Controls International in Q4 2021 and has held it in 10 quarters since.
1,198 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.