MPS Loria Financial Planners’s Johnson Controls International JCI Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-82	Closed	-$4K	–	345
2021 Q1	$4K	Hold	82	–	–	﹤0.01%	365
2020 Q4	$4K	Buy	82 +67	+447%	+$2.98K	﹤0.01%	388
2020 Q3	$1K	Hold	15	–	–	﹤0.01%	308
2020 Q2	$1K	Buy	+15	New	+$461	﹤0.01%	316
2017 Q3	–	Sell	-14	Closed	-$1K	–	214
2017 Q2	$1K	Buy	+14	New	+$586	﹤0.01%	375

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

MPS Loria Financial Planners's JCI Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Johnson Controls International (JCI) in Q2 2021, closing a stake of 82 shares — an estimated $4K sold.

MPS Loria Financial Planners first reported a position in JCI in Q2 2017 and held it in 5 quarters. The position peaked at $4K in Q1 2021. 898 funds tracked by Wall St. Rank hold JCI as of Q2 2021.

MPS Loria Financial Planners reported no remaining Johnson Controls International position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 82 Johnson Controls International shares in Q2 2021, an estimated $4K.
MPS Loria Financial Planners first reported a position in Johnson Controls International in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Johnson Controls International position peaked at $4K in Q1 2021.
898 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.