MilWealth Group’s Johnson Controls International JCI Stock Holding History

MilWealth 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 Q2	–	Sell	-174	Closed	-$4.69K	–	71
2020 Q1	$4.69K	Hold	174	–	–	﹤0.01%	52
2019 Q4	$7.08K	Hold	174	–	–	0.01%	56
2019 Q3	$7.64K	Hold	174	–	–	0.01%	55
2019 Q2	$7.19K	Hold	174	–	–	0.01%	51
2019 Q1	$6.43K	Hold	174	–	–	0.01%	53
2018 Q4	$5.16K	Buy	+174	New	+$5.74K	0.01%	61

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MilWealth Group's JCI Position: Q2 2020 in Review

MilWealth Group sold out of Johnson Controls International (JCI) in Q2 2020, closing a stake of 174 shares — an estimated $4.69K sold.

MilWealth Group first reported a position in JCI in Q4 2018 and held it in 6 quarters. The position peaked at $7.64K in Q3 2019. 686 funds tracked by Wall St. Rank hold JCI as of Q2 2020.

MilWealth Group reported no remaining Johnson Controls International position as of Q2 2020 after selling out during the quarter.
MilWealth Group sold 174 Johnson Controls International shares in Q2 2020, an estimated $4.69K.
MilWealth Group first reported a position in Johnson Controls International in Q4 2018 and held it in 6 quarters.
MilWealth Group's Johnson Controls International position peaked at $7.64K in Q3 2019.
686 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2020.

Based on MilWealth Group's 13F filing for Q2 2020, filed 9 May 2023.