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Lugano Financial Advisors SA (LFA)’s Johnson Controls International JCI Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q2 		– Sell
-13,224
Closed -$522K – 123
2020
Q1 		$522K Sell
13,224
-654
-5% -$24.4K 0.47% 37
2019
Q4 		$565K Buy
+13,878
New +$586K 0.41% 37

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s JCI Position: Q2 2020 in Review

Lugano Financial Advisors SA (LFA) sold out of Johnson Controls International (JCI) in Q2 2020, closing a stake of 13,224 shares — an estimated $522K sold.

Lugano Financial Advisors SA (LFA) first reported a position in JCI in Q4 2019 and held it in 2 quarters. The position peaked at $565K in Q4 2019. 686 funds tracked by Wall St. Rank hold JCI as of Q2 2020.

  • Lugano Financial Advisors SA (LFA) reported no remaining Johnson Controls International position as of Q2 2020 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 13,224 Johnson Controls International shares in Q2 2020, an estimated $522K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Johnson Controls International in Q4 2019 and held it in 2 quarters.
  • Lugano Financial Advisors SA (LFA)'s Johnson Controls International position peaked at $565K in Q4 2019.
  • 686 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2020.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2020, filed 10 Jul 2020.