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Liberty Wealth Management’s Johnson Controls International JCI Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-130
Closed -$9K – 657
2021
Q3 		$9K Buy
130
+65
+100% +$4.7K ﹤0.01% 839
2021
Q2 		$4K Sell
65
-12
-16% -$774 ﹤0.01% 830
2021
Q1 		$3K Hold
77
– – ﹤0.01% 775
2020
Q4 		$3K Buy
77
+26
+51% +$1.16K ﹤0.01% 771
2020
Q3 		$2K Hold
51
– – ﹤0.01% 765
2020
Q2 		$2K Sell
51
-502
-91% -$15.4K ﹤0.01% 741
2020
Q1 		$15K Buy
553
+69
+14% +$2.57K 0.01% 406
2019
Q4 		$20K Sell
484
-37
-7% -$1.56K 0.02% 416
2019
Q3 		$23K Sell
521
-12
-2% -$508 0.02% 380
2019
Q2 		$22K Sell
533
-20
-4% -$769 0.02% 394
2019
Q1 		$20K Buy
553
+222
+67% +$7.62K 0.02% 346
2018
Q4 		$9K Buy
+331
New +$10.9K 0.01% 446

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Liberty Wealth Management's JCI Position: Q4 2021 in Review

Liberty Wealth Management sold out of Johnson Controls International (JCI) in Q4 2021, closing a stake of 130 shares — an estimated $9K sold.

Liberty Wealth Management first reported a position in JCI in Q4 2018 and held it in 12 quarters. The position peaked at $23K in Q3 2019. 1,012 funds tracked by Wall St. Rank hold JCI as of Q4 2021.

  • Liberty Wealth Management reported no remaining Johnson Controls International position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 130 Johnson Controls International shares in Q4 2021, an estimated $9K.
  • Liberty Wealth Management first reported a position in Johnson Controls International in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Johnson Controls International position peaked at $23K in Q3 2019.
  • 1,012 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.