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Syverson Strege & Co’s Johnson Controls International JCI Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-68
Closed -$4.09K – 344
2023
Q1 		$4.09K Buy
+68
New +$4.35K ﹤0.01% 373
2021
Q4 		– Sell
-115
Closed -$8K – 394
2021
Q3 		$8K Buy
115
+111
+2,775% +$8.02K 0.01% 266
2021
Q2 		$0 Hold
4
– – ﹤0.01% 279
2021
Q1 		$0 Hold
4
– – ﹤0.01% 274
2020
Q4 		$0 Buy
+4
New +$178 ﹤0.01% 247

Other funds holding JCI

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Syverson Strege & Co's JCI Position: Q2 2023 in Review

Syverson Strege & Co sold out of Johnson Controls International (JCI) in Q2 2023, closing a stake of 68 shares — an estimated $4.09K sold.

Syverson Strege & Co first reported a position in JCI in Q4 2020 and held it in 5 quarters. The position peaked at $8K in Q3 2021. 990 funds tracked by Wall St. Rank hold JCI as of Q2 2023.

  • Syverson Strege & Co reported no remaining Johnson Controls International position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 68 Johnson Controls International shares in Q2 2023, an estimated $4.09K.
  • Syverson Strege & Co first reported a position in Johnson Controls International in Q4 2020 and held it in 5 quarters.
  • Syverson Strege & Co's Johnson Controls International position peaked at $8K in Q3 2021.
  • 990 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.