Moisand Fitzgerald Tamayo’s Johnson Controls International JCI Stock Holding History

Moisand Fitzgerald Tamayo’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
2023 Q4	–	Sell	-569	Closed	-$30.3K	–	737
2023 Q3	$30.3K	Buy	+569	New	+$35.1K	0.01%	222
2022 Q4	–	Sell	-195	Closed	-$10K	–	812
2022 Q3	$10K	Buy	+195	New	+$10.3K	﹤0.01%	283
2021 Q1	–	Sell	-17	Closed	-$1K	–	380
2020 Q4	$1K	Buy	+17	New	+$755	﹤0.01%	333
2016 Q2	–	Sell	-94	Closed	-$4K	–	126
2016 Q1	$4K	Sell	94 -383	-80%	-$14.6K	﹤0.01%	184
2015 Q4	$20K	Buy	+477	New	+$21.6K	0.02%	124

Other funds holding JCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Moisand Fitzgerald Tamayo's JCI Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Johnson Controls International (JCI) in Q4 2023, closing a stake of 569 shares — an estimated $30.3K sold.

Moisand Fitzgerald Tamayo first reported a position in JCI in Q4 2015 and held it in 5 quarters. The position peaked at $30.3K in Q3 2023. 1,001 funds tracked by Wall St. Rank hold JCI as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Johnson Controls International position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 569 Johnson Controls International shares in Q4 2023, an estimated $30.3K.
Moisand Fitzgerald Tamayo first reported a position in Johnson Controls International in Q4 2015 and held it in 5 quarters.
Moisand Fitzgerald Tamayo's Johnson Controls International position peaked at $30.3K in Q3 2023.
1,001 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.