Point View Wealth Management’s Johnson Controls International JCI Stock Holding History

Point View Wealth Management’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 Q4	$247K	Sell	5,297 -1,443	-21%	-$64.1K	0.1%	226
2020 Q3	$275K	Sell	6,740 -279	-4%	-$10.9K	0.13%	200
2020 Q2	$240K	Buy	+7,019	New	+$216K	0.12%	216
2020 Q1	–	Sell	-7,019	Closed	-$286K	–	263
2019 Q4	$286K	Sell	7,019 -128	-2%	-$5.4K	0.12%	214
2019 Q3	$314K	Sell	7,147 -225	-3%	-$9.53K	0.14%	193
2019 Q2	$305K	Sell	7,372 -541	-7%	-$20.8K	0.13%	198
2019 Q1	$292K	Sell	7,913 -274	-3%	-$9.4K	0.13%	195
2018 Q4	$243K	Buy	8,187 +1,076	+15%	+$35.5K	0.12%	203
2018 Q3	$249K	Sell	7,111 -132	-2%	-$4.87K	0.11%	215
2018 Q2	$242K	Buy	7,243 +201	+3%	+$6.98K	0.11%	213
2018 Q1	$248K	Sell	7,042 -445	-6%	-$16.9K	0.12%	207
2017 Q4	$285K	Sell	7,487 -243	-3%	-$9.49K	0.14%	188
2017 Q3	$312K	Buy	+7,730	New	+$313K	0.15%	180

Other funds holding JCI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Point View Wealth Management's JCI Position: Q4 2020 in Review

Point View Wealth Management reduced its Johnson Controls International (JCI) stake by 21% in Q4 2020, selling an estimated $64.1K and leaving 5,297 shares worth $247K. The position accounts for 0.1% of the portfolio, ranked #226.

Point View Wealth Management first reported a position in JCI in Q3 2017 and has held it in 13 quarters since. The position peaked at $314K in Q3 2019. 821 funds tracked by Wall St. Rank hold JCI as of Q4 2020.

Point View Wealth Management held 5,297 shares of Johnson Controls International worth $247K as of Q4 2020.
Point View Wealth Management sold 1,443 Johnson Controls International shares in Q4 2020, an estimated $64.1K.
Johnson Controls International made up 0.1% of Point View Wealth Management's portfolio in Q4 2020, its #226 holding.
Point View Wealth Management first reported a position in Johnson Controls International in Q3 2017 and has held it in 13 quarters since.
Point View Wealth Management's Johnson Controls International position peaked at $314K in Q3 2019.
821 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.