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New England Investment & Retirement Group’s Johnson Controls International JCI Stock Holding History

New England Investment & Retirement 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
-1,267
Closed -$34K – 149
2020
Q1 		$34K Buy
+1,267
New +$47.2K 0.01% 102

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

New England Investment & Retirement Group's JCI Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of Johnson Controls International (JCI) in Q2 2020, closing a stake of 1,267 shares — an estimated $34K sold.

New England Investment & Retirement Group first reported a position in JCI in Q1 2020 and held it in 1 quarter. The position peaked at $34K in Q1 2020. 687 funds tracked by Wall St. Rank hold JCI as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining Johnson Controls International position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 1,267 Johnson Controls International shares in Q2 2020, an estimated $34K.
  • New England Investment & Retirement Group first reported a position in Johnson Controls International in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's Johnson Controls International position peaked at $34K in Q1 2020.
  • 687 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.