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Minot Wealth Management’s Johnson Controls International JCI Stock Holding History

Minot Wealth Management’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
2022
Q1 		– Sell
-2,918
Closed -$237K – 216
2021
Q4 		$237K Buy
+2,918
New +$221K 0.05% 177

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Minot Wealth Management's JCI Position: Q1 2022 in Review

Minot Wealth Management sold out of Johnson Controls International (JCI) in Q1 2022, closing a stake of 2,918 shares — an estimated $237K sold.

Minot Wealth Management first reported a position in JCI in Q4 2021 and held it in 1 quarter. The position peaked at $237K in Q4 2021. 944 funds tracked by Wall St. Rank hold JCI as of Q1 2022.

  • Minot Wealth Management reported no remaining Johnson Controls International position as of Q1 2022 after selling out during the quarter.
  • Minot Wealth Management sold 2,918 Johnson Controls International shares in Q1 2022, an estimated $237K.
  • Minot Wealth Management first reported a position in Johnson Controls International in Q4 2021 and held it in 1 quarter.
  • Minot Wealth Management's Johnson Controls International position peaked at $237K in Q4 2021.
  • 944 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2022.

Based on Minot Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.