Kaizen Advisory’s Johnson Controls International JCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$76K Buy
2,548
+244
+11% +$8.05K 0.05% 259
2018
Q3
$81K Hold
2,304
0.04% 261
2018
Q2
$77K Buy
2,304
+1,391
+152% +$48.3K 0.04% 271
2018
Q1
$32K Hold
913
0.03% 263
2017
Q4
$35K Buy
+913
New +$35.7K 0.02% 234

Other funds holding JCI

Kaizen Advisory's JCI Position: Q4 2018 in Review

Kaizen Advisory increased its Johnson Controls International (JCI) stake by 11% in Q4 2018, buying an estimated $8.05K and bringing the position to 2,548 shares worth $76K. The position accounts for 0.05% of the portfolio, ranked #259.

Kaizen Advisory first reported a position in JCI in Q4 2017 and has held it in 5 quarters since. The position peaked at $81K in Q3 2018. 758 funds tracked by Wall St. Rank hold JCI as of Q4 2018.

  • Kaizen Advisory held 2,548 shares of Johnson Controls International worth $76K as of Q4 2018.
  • Kaizen Advisory bought 244 Johnson Controls International shares in Q4 2018, an estimated $8.05K.
  • Johnson Controls International made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #259 holding.
  • Kaizen Advisory first reported a position in Johnson Controls International in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Johnson Controls International position peaked at $81K in Q3 2018.
  • 758 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.