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Peterson Financial Group’s Johnson Controls International JCI Stock Holding History

Peterson Financial 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
Q3 		$10.1K Buy
+130
New +$9.12K 0.04% 212
2023
Q1 		– Sell
-19,756
Closed -$1.26M – 45
2022
Q4 		$1.26M Sell
19,756
-11,337
-36% -$694K 1.67% 21
2022
Q3 		$1.53M Buy
31,093
+1,319
+4% +$69.9K 1.49% 25
2022
Q2 		$1.43M Buy
29,774
+2,776
+10% +$155K 1.34% 35
2022
Q1 		$1.77M Buy
26,998
+2,041
+8% +$140K 1.47% 24
2021
Q4 		$2.03M Buy
+24,957
New +$1.89M 1.66% 21

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peterson Financial Group's JCI Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Johnson Controls International (JCI) in Q3 2024: 130 shares worth $10.1K. The stake represents 0.04% of the portfolio and ranks #212 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in JCI as recently as Q4 2022.

Peterson Financial Group first reported a position in JCI in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.03M in Q4 2021. 1,100 funds tracked by Wall St. Rank hold JCI as of Q3 2024.

  • Peterson Financial Group held 130 shares of Johnson Controls International worth $10.1K as of Q3 2024.
  • Johnson Controls International was a new Peterson Financial Group position in Q3 2024.
  • Johnson Controls International made up 0.04% of Peterson Financial Group's portfolio in Q3 2024, its #212 holding.
  • Peterson Financial Group first reported a position in Johnson Controls International in Q4 2021 and has held it in 6 quarters since.
  • Peterson Financial Group's Johnson Controls International position peaked at $2.03M in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.