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Kula Investments’s Johnson Controls International JCI Stock Holding History

Kula Investments’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
2023
Q1 		$1.35M Buy
22,439
+4,699
+26% +$301K 0.33% 52
2022
Q4 		$1.14M Buy
+17,740
New +$1.09M 0.33% 37

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kula Investments's JCI Position: Q1 2023 in Review

Kula Investments increased its Johnson Controls International (JCI) stake by 26% in Q1 2023, buying an estimated $301K and bringing the position to 22,439 shares worth $1.35M. The position accounts for 0.33% of the portfolio, ranked #52.

Kula Investments first reported a position in JCI in Q4 2022 and has held it in 2 quarters since. 961 funds tracked by Wall St. Rank hold JCI as of Q1 2023.

  • Kula Investments held 22,439 shares of Johnson Controls International worth $1.35M as of Q1 2023.
  • Kula Investments bought 4,699 Johnson Controls International shares in Q1 2023, an estimated $301K.
  • Johnson Controls International made up 0.33% of Kula Investments's portfolio in Q1 2023, its #52 holding.
  • Kula Investments first reported a position in Johnson Controls International in Q4 2022 and has held it in 2 quarters since.
  • 961 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.