LifePlan Financial Group’s Johnson Controls International JCI Stock Holding History

LifePlan Financial Group’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
2020 Q3	$14K	Hold	334	–	–	0.01%	378
2020 Q2	$11K	Hold	334	–	–	0.01%	402
2020 Q1	$9K	Hold	334	–	–	﹤0.01%	405
2019 Q4	$14K	Hold	334	–	–	0.01%	390
2019 Q3	$15K	Hold	334	–	–	0.01%	377
2019 Q2	$14K	Sell	334 -23	-6%	-$885	0.01%	379
2019 Q1	$13K	Buy	357 +23	+7%	+$789	0.01%	383
2018 Q4	$10K	Hold	334	–	–	0.01%	386
2018 Q3	$12K	Hold	334	–	–	0.01%	372
2018 Q2	$11K	Hold	334	–	–	0.01%	371
2018 Q1	$12K	Buy	+334	New	+$12.7K	0.01%	354

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

LifePlan Financial Group's JCI Position: Q3 2020 in Review

LifePlan Financial Group held its Johnson Controls International (JCI) position steady in Q3 2020 at 334 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #378.

LifePlan Financial Group first reported a position in JCI in Q1 2018 and has held it in 11 quarters since. The position peaked at $15K in Q3 2019. 740 funds tracked by Wall St. Rank hold JCI as of Q3 2020.

LifePlan Financial Group held 334 shares of Johnson Controls International worth $14K as of Q3 2020.
LifePlan Financial Group left its Johnson Controls International share count unchanged in Q3 2020.
Johnson Controls International made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #378 holding.
LifePlan Financial Group first reported a position in Johnson Controls International in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Johnson Controls International position peaked at $15K in Q3 2019.
740 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.