Squar Milner Financial Services’s Johnson Controls International JCI Stock Holding History

Squar Milner Financial 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 Q2	–	Sell	-1,981	Closed	-$53K	–	465
2020 Q1	$53K	Sell	1,981 -31	-2%	-$1.16K	0.03%	356
2019 Q4	$81K	Buy	+2,012	New	+$84.9K	0.04%	369
2019 Q3	–	Sell	-1,529	Closed	-$63K	–	470
2019 Q2	$63K	Hold	1,529	–	–	0.04%	322
2019 Q1	$56K	Hold	1,529	–	–	0.04%	312
2018 Q4	$45K	Buy	1,529 +149	+11%	+$4.92K	0.04%	302
2018 Q3	$48K	Buy	1,380 +241	+21%	+$8.89K	0.04%	307
2018 Q2	$38K	Buy	+1,139	New	+$39.6K	0.03%	378

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Squar Milner Financial Services's JCI Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Johnson Controls International (JCI) in Q2 2020, closing a stake of 1,981 shares — an estimated $53K sold.

Squar Milner Financial Services first reported a position in JCI in Q2 2018 and held it in 7 quarters. The position peaked at $81K in Q4 2019. 687 funds tracked by Wall St. Rank hold JCI as of Q2 2020.

Squar Milner Financial Services reported no remaining Johnson Controls International position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,981 Johnson Controls International shares in Q2 2020, an estimated $53K.
Squar Milner Financial Services first reported a position in Johnson Controls International in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Johnson Controls International position peaked at $81K in Q4 2019.
687 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.