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Maxwell Wealth Strategies’s Johnson Controls International JCI Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$1.23M Buy
15,608
+65
+0.4% +$5.21K 0.5% 54
2024
Q3 		$1.16M Buy
15,543
+3,984
+34% +$280K 0.49% 61
2024
Q2 		$768K Buy
11,559
+20
+0.2% +$1.35K 0.38% 69
2024
Q1 		$826K Sell
11,539
-12,557
-52% -$731K 0.42% 66
2023
Q4 		$1.39M Buy
+24,096
New +$1.26M 0.91% 41

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Maxwell Wealth Strategies's JCI Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its Johnson Controls International (JCI) stake by 0.42% in Q4 2024, buying an estimated $5.21K and bringing the position to 15,608 shares worth $1.23M. The position accounts for 0.5% of the portfolio, ranked #54.

Maxwell Wealth Strategies first reported a position in JCI in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.39M in Q4 2023. 1,197 funds tracked by Wall St. Rank hold JCI as of Q4 2024.

  • Maxwell Wealth Strategies held 15,608 shares of Johnson Controls International worth $1.23M as of Q4 2024.
  • Maxwell Wealth Strategies bought 65 Johnson Controls International shares in Q4 2024, an estimated $5.21K.
  • Johnson Controls International made up 0.5% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #54 holding.
  • Maxwell Wealth Strategies first reported a position in Johnson Controls International in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's Johnson Controls International position peaked at $1.39M in Q4 2023.
  • 1,197 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.