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Moody Lynn & Lieberson’s Johnson Controls International JCI Stock Holding History

Moody Lynn & Lieberson’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
Q2 		– Sell
-6,946
Closed -$418K – 233
2023
Q1 		$418K Hold
6,946
– – 0.04% 165
2022
Q4 		$444K Hold
6,946
– – 0.04% 166
2022
Q3 		$342K Hold
6,946
– – 0.03% 176
2022
Q2 		$333K Sell
6,946
-300
-4% -$16.7K 0.03% 182
2022
Q1 		$475K Sell
7,246
-36,874
-84% -$2.54M 0.03% 156
2021
Q4 		$3.59M Sell
44,120
-1,665
-4% -$126K 0.24% 72
2021
Q3 		$3.12M Buy
45,785
+27,832
+155% +$2.01M 0.23% 80
2021
Q2 		$1.23M Buy
+17,953
New +$1.16M 0.09% 103
2014
Q1 		– Sell
-115,956
Closed -$6.23M – 206
2013
Q4 		$6.23M Buy
115,956
+1,657
+1% +$81.6K 0.85% 50
2013
Q3 		$4.97M Sell
114,299
-11,322
-9% -$480K 0.77% 60
2013
Q2 		$4.71M Buy
+125,621
New +$4.69M 0.82% 46

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Moody Lynn & Lieberson's JCI Position: Q2 2023 in Review

Moody Lynn & Lieberson sold out of Johnson Controls International (JCI) in Q2 2023, closing a stake of 6,946 shares — an estimated $418K sold.

Moody Lynn & Lieberson first reported a position in JCI in Q2 2013 and held it in 11 quarters. The position peaked at $6.23M in Q4 2013. 989 funds tracked by Wall St. Rank hold JCI as of Q2 2023.

  • Moody Lynn & Lieberson reported no remaining Johnson Controls International position as of Q2 2023 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 6,946 Johnson Controls International shares in Q2 2023, an estimated $418K.
  • Moody Lynn & Lieberson first reported a position in Johnson Controls International in Q2 2013 and held it in 11 quarters.
  • Moody Lynn & Lieberson's Johnson Controls International position peaked at $6.23M in Q4 2013.
  • 989 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2023.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2023, filed 27 Jul 2023.