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Planning Capital Management Corporation’s Johnson Controls International JCI Stock Holding History

Planning Capital Management Corporation’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 		– Sell
-31
Closed -$2.06K – 856
2024
Q2 		$2.06K Hold
31
– – ﹤0.01% 533
2024
Q1 		$2.02K Buy
+31
New +$1.81K ﹤0.01% 560

Other funds holding JCI

Dodge & Cox
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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 $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planning Capital Management Corporation's JCI Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Johnson Controls International (JCI) in Q3 2024, closing a stake of 31 shares — an estimated $2.06K sold.

Planning Capital Management Corporation first reported a position in JCI in Q1 2024 and held it in 2 quarters. The position peaked at $2.06K in Q2 2024. 1,100 funds tracked by Wall St. Rank hold JCI as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Johnson Controls International position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 31 Johnson Controls International shares in Q3 2024, an estimated $2.06K.
  • Planning Capital Management Corporation first reported a position in Johnson Controls International in Q1 2024 and held it in 2 quarters.
  • Planning Capital Management Corporation's Johnson Controls International position peaked at $2.06K in Q2 2024.
  • 1,100 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.