Whitener Capital Management’s Johnson Controls International JCI Stock Holding History

Whitener Capital 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
2019 Q4	–	Sell	-200	Closed	-$8K	–	287
2019 Q3	$8K	Hold	200	–	–	﹤0.01%	370
2019 Q2	$8K	Hold	200	–	–	﹤0.01%	364
2019 Q1	$7K	Hold	200	–	–	﹤0.01%	364
2018 Q4	$5K	Hold	200	–	–	﹤0.01%	363
2018 Q3	$7K	Buy	+200	New	+$7.37K	﹤0.01%	361
2018 Q2	–	Sell	-200	Closed	-$7K	–	266
2018 Q1	$7K	Hold	200	–	–	0.01%	363
2017 Q4	$7K	Buy	+200	New	+$7.81K	0.01%	352

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Whitener Capital Management's JCI Position: Q4 2019 in Review

Whitener Capital Management sold out of Johnson Controls International (JCI) in Q4 2019, closing a stake of 200 shares — an estimated $8K sold.

Whitener Capital Management first reported a position in JCI in Q4 2017 and held it in 7 quarters. The position peaked at $8K in Q3 2019. 814 funds tracked by Wall St. Rank hold JCI as of Q4 2019.

Whitener Capital Management reported no remaining Johnson Controls International position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 200 Johnson Controls International shares in Q4 2019, an estimated $8K.
Whitener Capital Management first reported a position in Johnson Controls International in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Johnson Controls International position peaked at $8K in Q3 2019.
814 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.