Oliver Lagore Vanvalin Investment Group’s Johnson Controls International JCI Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024 Q1	–	Sell	-417	Closed	-$24K	–	787
2023 Q4	$24K	Hold	417	–	–	0.01%	294
2023 Q3	$22.2K	Hold	417	–	–	0.01%	333
2023 Q2	$28.4K	Hold	417	–	–	0.01%	325
2023 Q1	$25.1K	Hold	417	–	–	0.01%	265
2022 Q4	$26.7K	Hold	417	–	–	0.02%	235
2022 Q3	$21K	Hold	417	–	–	0.01%	249
2022 Q2	$20K	Hold	417	–	–	0.01%	257
2022 Q1	$27K	Buy	+417	New	+$28.7K	0.02%	225

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's JCI Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Johnson Controls International (JCI) in Q1 2024, closing a stake of 417 shares — an estimated $24K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in JCI in Q1 2022 and held it in 8 quarters. The position peaked at $28.4K in Q2 2023. 1,017 funds tracked by Wall St. Rank hold JCI as of Q1 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining Johnson Controls International position as of Q1 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 417 Johnson Controls International shares in Q1 2024, an estimated $24K.
Oliver Lagore Vanvalin Investment Group first reported a position in Johnson Controls International in Q1 2022 and held it in 8 quarters.
Oliver Lagore Vanvalin Investment Group's Johnson Controls International position peaked at $28.4K in Q2 2023.
1,017 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.