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Michael J. Puzo’s Johnson Controls International JCI Stock Holding History

Michael J. Puzo’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
2017
Q2 		– Sell
-15,789
Closed -$664K – 78
2017
Q1 		$664K Sell
15,789
-3,341
-17% -$141K 0.37% 55
2016
Q4 		$789K Sell
19,130
-1,370
-7% -$60K 0.46% 48
2016
Q3 		$955K Sell
20,500
-4,984
-20% -$231K 0.55% 44
2016
Q2 		$1.18M Sell
25,484
-15,968
-39% -$704K 0.78% 39
2016
Q1 		$1.69M Sell
41,452
-2,750
-6% -$105K 1.12% 33
2015
Q4 		$1.83M Buy
44,202
+1,112
+3% +$50.3K 1.28% 27
2015
Q3 		$1.87M Buy
43,090
+1,285
+3% +$59.2K 1.33% 28
2015
Q2 		$2.17M Buy
41,805
+1,791
+4% +$95.9K 1.4% 29
2015
Q1 		$2.11M Buy
40,014
+3,514
+10% +$179K 1.35% 29
2014
Q4 		$1.85M Buy
36,500
+1,566
+4% +$76.5K 1.21% 30
2014
Q3 		$1.61M Buy
34,934
+788
+2% +$39.7K 1.1% 33
2014
Q2 		$1.79M Buy
34,146
+1,576
+5% +$78.4K 1.24% 30
2014
Q1 		$1.61M Buy
32,570
+2,077
+7% +$105K 1.16% 33
2013
Q4 		$1.64M Buy
30,493
+382
+1% +$18.8K 1.19% 31
2013
Q3 		$1.31M Buy
30,111
+4,679
+18% +$198K 1.09% 32
2013
Q2 		$953K Buy
+25,432
New +$949K 0.84% 36

Other funds holding JCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Michael J. Puzo's JCI Position: Q2 2017 in Review

Michael J. Puzo sold out of Johnson Controls International (JCI) in Q2 2017, closing a stake of 15,789 shares — an estimated $664K sold.

Michael J. Puzo first reported a position in JCI in Q2 2013 and held it in 16 quarters. The position peaked at $2.17M in Q2 2015. 808 funds tracked by Wall St. Rank hold JCI as of Q2 2017.

  • Michael J. Puzo reported no remaining Johnson Controls International position as of Q2 2017 after selling out during the quarter.
  • Michael J. Puzo sold 15,789 Johnson Controls International shares in Q2 2017, an estimated $664K.
  • Michael J. Puzo first reported a position in Johnson Controls International in Q2 2013 and held it in 16 quarters.
  • Michael J. Puzo's Johnson Controls International position peaked at $2.17M in Q2 2015.
  • 808 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2017.

Based on Michael J. Puzo's 13F filing for Q2 2017, filed 25 Jul 2017.