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Simon Quick Advisors’s Johnson Controls International JCI Stock Holding History

Simon Quick 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
2025
Q2 		– Sell
-6,690
Closed -$536K – 496
2025
Q1 		$536K Buy
6,690
+3,495
+109% +$287K 0.03% 287
2024
Q4 		$252K Buy
+3,195
New +$256K 0.02% 389
2022
Q2 		– Sell
-35
Closed -$2K – 286
2022
Q1 		$2K Hold
35
– – ﹤0.01% 336
2021
Q4 		$3K Sell
35
-25
-42% -$1.89K ﹤0.01% 342
2021
Q3 		$4K Buy
60
+25
+71% +$1.81K ﹤0.01% 386
2021
Q2 		$2K Hold
35
– – ﹤0.01% 422
2021
Q1 		$2K Hold
35
– – ﹤0.01% 430
2020
Q4 		$2K Buy
+35
New +$1.55K ﹤0.01% 415
2020
Q1 		– Sell
-276
Closed -$11K – 594
2019
Q4 		$11K Buy
+276
New +$11.6K ﹤0.01% 391
2018
Q4 		– Sell
-96
Closed -$3K – 347
2018
Q3 		$3K Hold
96
– – ﹤0.01% 280
2018
Q2 		$3K Hold
96
– – ﹤0.01% 311
2018
Q1 		$3K Sell
96
-2,495
-96% -$94.8K ﹤0.01% 279
2017
Q4 		$101K Buy
2,591
+2,173
+520% +$84.9K 0.05% 152
2017
Q3 		$17K Hold
418
– – 0.01% 376
2017
Q2 		$18K Sell
418
-35
-8% -$1.47K 0.01% 193
2017
Q1 		$19K Sell
453
-568
-56% -$24K 0.01% 215
2016
Q4 		$42K Buy
+1,021
New +$44.7K 0.03% 166

Other funds holding JCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Simon Quick Advisors's JCI Position: Q2 2025 in Review

Simon Quick Advisors sold out of Johnson Controls International (JCI) in Q2 2025, closing a stake of 6,690 shares — an estimated $536K sold.

Simon Quick Advisors first reported a position in JCI in Q4 2016 and held it in 17 quarters. The position peaked at $536K in Q1 2025. 1,347 funds tracked by Wall St. Rank hold JCI as of Q2 2025.

  • Simon Quick Advisors reported no remaining Johnson Controls International position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 6,690 Johnson Controls International shares in Q2 2025, an estimated $536K.
  • Simon Quick Advisors first reported a position in Johnson Controls International in Q4 2016 and held it in 17 quarters.
  • Simon Quick Advisors's Johnson Controls International position peaked at $536K in Q1 2025.
  • 1,347 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.