Katamaran Capital’s Johnson Controls International JCI Stock Holding History

Katamaran Capital’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	-22,356	Closed	-$1.76M	–	40
2024 Q4	$1.76M	Buy	+22,356	New	+$1.79M	2.25%	18

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

Katamaran Capital's JCI Position: Q1 2025 in Review

Katamaran Capital sold out of Johnson Controls International (JCI) in Q1 2025, closing a stake of 22,356 shares — an estimated $1.76M sold.

Katamaran Capital first reported a position in JCI in Q4 2024 and held it in 1 quarter. The position peaked at $1.76M in Q4 2024. 1,237 funds tracked by Wall St. Rank hold JCI as of Q1 2025.

Katamaran Capital reported no remaining Johnson Controls International position as of Q1 2025 after selling out during the quarter.
Katamaran Capital sold 22,356 Johnson Controls International shares in Q1 2025, an estimated $1.76M.
Katamaran Capital first reported a position in Johnson Controls International in Q4 2024 and held it in 1 quarter.
Katamaran Capital's Johnson Controls International position peaked at $1.76M in Q4 2024.
1,237 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2025.

Based on Katamaran Capital's 13F filing for Q1 2025, filed 13 May 2025.