Shine Investment Advisory Services’s Johnson Controls International JCI Stock Holding History

Shine Investment Advisory Services’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 Q3	$51K	Hold	1,256	–	–	0.02%	294
2020 Q2	$43K	Hold	1,256	–	–	0.02%	320
2020 Q1	$34K	Hold	1,256	–	–	0.02%	332
2019 Q4	$51K	Buy	1,256 +110	+10%	+$4.64K	0.02%	315
2019 Q3	$50K	Hold	1,146	–	–	0.02%	308
2019 Q2	$47K	Hold	1,146	–	–	0.02%	318
2019 Q1	$42K	Hold	1,146	–	–	0.02%	334
2018 Q4	$34K	Hold	1,146	–	–	0.02%	338
2018 Q3	$40K	Sell	1,146 -1,247	-52%	-$46K	0.02%	337
2018 Q2	$80K	Buy	2,393 +1,146	+92%	+$39.8K	0.04%	224
2018 Q1	$44K	Sell	1,247 -267	-18%	-$10.1K	0.02%	327
2017 Q4	$58K	Hold	1,514	–	–	0.03%	270
2017 Q3	$61K	Buy	1,514 +224	+17%	+$9.06K	0.03%	259
2017 Q2	$56K	Buy	+1,290	New	+$54K	0.03%	259

Other funds holding JCI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Shine Investment Advisory Services's JCI Position: Q3 2020 in Review

Shine Investment Advisory Services held its Johnson Controls International (JCI) position steady in Q3 2020 at 1,256 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #294.

Shine Investment Advisory Services first reported a position in JCI in Q2 2017 and has held it in 14 quarters since. The position peaked at $80K in Q2 2018. 741 funds tracked by Wall St. Rank hold JCI as of Q3 2020.

Shine Investment Advisory Services held 1,256 shares of Johnson Controls International worth $51K as of Q3 2020.
Shine Investment Advisory Services left its Johnson Controls International share count unchanged in Q3 2020.
Johnson Controls International made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #294 holding.
Shine Investment Advisory Services first reported a position in Johnson Controls International in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Johnson Controls International position peaked at $80K in Q2 2018.
741 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.