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Surevest’s Johnson Controls International JCI Stock Holding History

Surevest’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
2022
Q3 		$1K Hold
19
– – ﹤0.01% 462
2022
Q2 		$1K Hold
19
– – ﹤0.01% 498
2022
Q1 		$1K Hold
19
– – ﹤0.01% 472
2021
Q4 		$2K Buy
+19
New +$1.44K ﹤0.01% 409

Other funds holding JCI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Surevest's JCI Position: Q3 2022 in Review

Surevest held its Johnson Controls International (JCI) position steady in Q3 2022 at 19 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Surevest first reported a position in JCI in Q4 2021 and has held it in 4 quarters since. The position peaked at $2K in Q4 2021. 858 funds tracked by Wall St. Rank hold JCI as of Q3 2022.

  • Surevest held 19 shares of Johnson Controls International worth $1K as of Q3 2022.
  • Surevest left its Johnson Controls International share count unchanged in Q3 2022.
  • Johnson Controls International made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #462 holding.
  • Surevest first reported a position in Johnson Controls International in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Johnson Controls International position peaked at $2K in Q4 2021.
  • 858 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.