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Schechter Investment Advisors’s Johnson Controls International JCI Stock Holding History

Schechter Investment Advisors’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
Q2 		– Sell
-3,343
Closed -$201K – 686
2023
Q1 		$201K Sell
3,343
-699
-17% -$44.8K 0.02% 622
2022
Q4 		$259K Sell
4,042
-662
-14% -$40.5K 0.02% 678
2022
Q3 		$232K Buy
4,704
+445
+10% +$23.6K 0.02% 793
2022
Q2 		$204K Buy
+4,259
New +$237K 0.02% 838

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Schechter Investment Advisors's JCI Position: Q2 2023 in Review

Schechter Investment Advisors sold out of Johnson Controls International (JCI) in Q2 2023, closing a stake of 3,343 shares — an estimated $201K sold.

Schechter Investment Advisors first reported a position in JCI in Q2 2022 and held it in 4 quarters. The position peaked at $259K in Q4 2022. 990 funds tracked by Wall St. Rank hold JCI as of Q2 2023.

  • Schechter Investment Advisors reported no remaining Johnson Controls International position as of Q2 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 3,343 Johnson Controls International shares in Q2 2023, an estimated $201K.
  • Schechter Investment Advisors first reported a position in Johnson Controls International in Q2 2022 and held it in 4 quarters.
  • Schechter Investment Advisors's Johnson Controls International position peaked at $259K in Q4 2022.
  • 990 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2023.

Based on Schechter Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.