Hudson Edge Investment Partners’s Johnson Controls International JCI Stock Holding History

Hudson Edge Investment Partners’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
2025 Q1	–	Sell	-5,300	Closed	-$418K	–	146
2024 Q4	$418K	Sell	5,300 -1,469	-22%	-$118K	0.08%	109
2024 Q3	$525K	Sell	6,769 -350	-5%	-$24.6K	0.1%	101
2024 Q2	$473K	Sell	7,119 -202	-3%	-$13.6K	0.09%	106
2024 Q1	$478K	Sell	7,321 -106	-1%	-$6.17K	0.09%	109
2023 Q4	$428K	Buy	+7,427	New	+$390K	0.1%	108
2017 Q2	–	Sell	-172,003	Closed	-$7.25M	–	163
2017 Q1	$7.25M	Sell	172,003 -130	-0.1%	-$5.5K	0.96%	46
2016 Q4	$7.09M	Sell	172,133 -53,136	-24%	-$2.33M	0.97%	46
2016 Q3	$10.5M	Sell	225,269 -7,627	-3%	-$354K	1.57%	39
2016 Q2	$10.8M	Buy	+232,896	New	+$10.3M	1.61%	40

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Hudson Edge Investment Partners's JCI Position: Q1 2025 in Review

Hudson Edge Investment Partners sold out of Johnson Controls International (JCI) in Q1 2025, closing a stake of 5,300 shares — an estimated $418K sold.

Hudson Edge Investment Partners first reported a position in JCI in Q2 2016 and held it in 9 quarters. The position peaked at $10.8M in Q2 2016. 1,237 funds tracked by Wall St. Rank hold JCI as of Q1 2025.

Hudson Edge Investment Partners reported no remaining Johnson Controls International position as of Q1 2025 after selling out during the quarter.
Hudson Edge Investment Partners sold 5,300 Johnson Controls International shares in Q1 2025, an estimated $418K.
Hudson Edge Investment Partners first reported a position in Johnson Controls International in Q2 2016 and held it in 9 quarters.
Hudson Edge Investment Partners's Johnson Controls International position peaked at $10.8M in Q2 2016.
1,237 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2025.

Based on Hudson Edge Investment Partners's 13F filing for Q1 2025, filed 28 Apr 2025.