Leelyn Smith’s Johnson Controls International JCI Stock Holding History

Leelyn Smith’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	–	Sell	-48	Closed	-$1.56K	–	277
2022 Q4	$1.56K	Buy	48 +24	+100%	+$1.47K	﹤0.01%	417
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	449
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	370
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	337
2021 Q4	$2K	Hold	24	–	–	﹤0.01%	358
2021 Q3	$2K	Hold	24	–	–	﹤0.01%	338
2021 Q2	$2K	Hold	24	–	–	﹤0.01%	336
2021 Q1	$1K	Hold	24	–	–	﹤0.01%	373
2020 Q4	$1K	Buy	+24	New	+$1.07K	﹤0.01%	347

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Leelyn Smith's JCI Position: Q1 2023 in Review

Leelyn Smith sold out of Johnson Controls International (JCI) in Q1 2023, closing a stake of 48 shares — an estimated $1.56K sold.

Leelyn Smith first reported a position in JCI in Q4 2020 and held it in 9 quarters. The position peaked at $2K in Q1 2022. 961 funds tracked by Wall St. Rank hold JCI as of Q1 2023.

Leelyn Smith reported no remaining Johnson Controls International position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 48 Johnson Controls International shares in Q1 2023, an estimated $1.56K.
Leelyn Smith first reported a position in Johnson Controls International in Q4 2020 and held it in 9 quarters.
Leelyn Smith's Johnson Controls International position peaked at $2K in Q1 2022.
961 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.