Karp Capital Management’s Johnson Controls International JCI Stock Holding History

Karp Capital Management’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	-2,623	Closed	-$213K	–	150
2021 Q4	$213K	Buy	+2,623	New	+$198K	0.03%	146
2019 Q1	–	Sell	-19	Closed	-$1K	–	253
2018 Q4	$1K	Buy	+19	New	+$627	﹤0.01%	367
2015 Q4	–	Sell	-477	Closed	-$21K	–	194
2015 Q3	$21K	Buy	+477	New	+$22K	0.01%	229

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

Karp Capital Management's JCI Position: Q1 2022 in Review

Karp Capital Management sold out of Johnson Controls International (JCI) in Q1 2022, closing a stake of 2,623 shares — an estimated $213K sold.

Karp Capital Management first reported a position in JCI in Q3 2015 and held it in 3 quarters. The position peaked at $213K in Q4 2021. 943 funds tracked by Wall St. Rank hold JCI as of Q1 2022.

Karp Capital Management reported no remaining Johnson Controls International position as of Q1 2022 after selling out during the quarter.
Karp Capital Management sold 2,623 Johnson Controls International shares in Q1 2022, an estimated $213K.
Karp Capital Management first reported a position in Johnson Controls International in Q3 2015 and held it in 3 quarters.
Karp Capital Management's Johnson Controls International position peaked at $213K in Q4 2021.
943 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2022.

Based on Karp Capital Management's 13F filing for Q1 2022, filed 11 Apr 2022.