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Spartan Planning & Wealth Management’s Johnson Controls International JCI Stock Holding History

Spartan Planning & 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
2023
Q4 		$88K Buy
+1,527
New +$80.2K 0.09% 107
2022
Q4 		$569K Buy
+8,898
New +$544K 0.71% 20

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Spartan Planning & Wealth Management's JCI Position: Q4 2023 in Review

Spartan Planning & Wealth Management opened a new position in Johnson Controls International (JCI) in Q4 2023: 1,527 shares worth $88K. The stake represents 0.09% of the portfolio and ranks #107 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in JCI as recently as Q4 2022.

Spartan Planning & Wealth Management first reported a position in JCI in Q4 2022 and has held it in 2 quarters since. The position peaked at $569K in Q4 2022. 1,001 funds tracked by Wall St. Rank hold JCI as of Q4 2023.

  • Spartan Planning & Wealth Management held 1,527 shares of Johnson Controls International worth $88K as of Q4 2023.
  • Johnson Controls International was a new Spartan Planning & Wealth Management position in Q4 2023.
  • Johnson Controls International made up 0.09% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #107 holding.
  • Spartan Planning & Wealth Management first reported a position in Johnson Controls International in Q4 2022 and has held it in 2 quarters since.
  • Spartan Planning & Wealth Management's Johnson Controls International position peaked at $569K in Q4 2022.
  • 1,001 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.