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Olympiad Research’s Johnson Controls International JCI Stock Holding History

Olympiad Research’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
-7,528
Closed -$401K – 372
2023
Q3 		$401K Buy
+7,528
New +$465K 0.39% 56
2020
Q1 		– Sell
-6,033
Closed -$246K – 320
2019
Q4 		$246K Buy
+6,033
New +$255K 0.19% 142

Other funds holding JCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Olympiad Research's JCI Position: Q4 2023 in Review

Olympiad Research sold out of Johnson Controls International (JCI) in Q4 2023, closing a stake of 7,528 shares — an estimated $401K sold.

Olympiad Research first reported a position in JCI in Q4 2019 and held it in 2 quarters. The position peaked at $401K in Q3 2023. 1,001 funds tracked by Wall St. Rank hold JCI as of Q4 2023.

  • Olympiad Research reported no remaining Johnson Controls International position as of Q4 2023 after selling out during the quarter.
  • Olympiad Research sold 7,528 Johnson Controls International shares in Q4 2023, an estimated $401K.
  • Olympiad Research first reported a position in Johnson Controls International in Q4 2019 and held it in 2 quarters.
  • Olympiad Research's Johnson Controls International position peaked at $401K in Q3 2023.
  • 1,001 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2023.

Based on Olympiad Research's 13F filing for Q4 2023, filed 12 Feb 2024.