Iron Gate Global Advisors’s Johnson Controls International JCI Stock Holding History

Iron Gate Global 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
2022 Q1	–	Sell	-3,390	Closed	-$272K	–	107
2021 Q4	$272K	Buy	3,390 +290	+9%	+$21.9K	0.06%	89
2021 Q3	$211K	Buy	+3,100	New	+$224K	0.06%	103
2018 Q4	–	Sell	-954	Closed	-$32K	–	154
2018 Q3	$32K	Buy	+954	New	+$35.2K	0.02%	130

Other funds holding JCI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

Iron Gate Global Advisors's JCI Position: Q1 2022 in Review

Iron Gate Global Advisors sold out of Johnson Controls International (JCI) in Q1 2022, closing a stake of 3,390 shares — an estimated $272K sold.

Iron Gate Global Advisors first reported a position in JCI in Q3 2018 and held it in 3 quarters. The position peaked at $272K in Q4 2021. 943 funds tracked by Wall St. Rank hold JCI as of Q1 2022.

Iron Gate Global Advisors reported no remaining Johnson Controls International position as of Q1 2022 after selling out during the quarter.
Iron Gate Global Advisors sold 3,390 Johnson Controls International shares in Q1 2022, an estimated $272K.
Iron Gate Global Advisors first reported a position in Johnson Controls International in Q3 2018 and held it in 3 quarters.
Iron Gate Global Advisors's Johnson Controls International position peaked at $272K in Q4 2021.
943 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2022.

Based on Iron Gate Global Advisors's 13F filing for Q1 2022, filed 11 May 2022.