Zimmer Partners’s Johnson Controls International JCI Stock Holding History

Zimmer Partners’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
2025 Q1	–	Sell	-80,000	Closed	-$6.31M	–	194
2024 Q4	$6.31M	Sell	80,000 -20,000	-20%	-$1.6M	0.11%	92
2024 Q3	$7.76M	Sell	100,000 -525,000	-84%	-$36.8M	0.14%	94
2024 Q2	$41.5M	Buy	625,000 +504,060	+417%	+$33.9M	0.77%	28
2024 Q1	$7.9M	Buy	+120,940	New	+$7.04M	0.17%	78

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zimmer Partners's JCI Position: Q1 2025 in Review

Zimmer Partners sold out of Johnson Controls International (JCI) in Q1 2025, closing a stake of 80,000 shares — an estimated $6.31M sold.

Zimmer Partners first reported a position in JCI in Q1 2024 and held it in 4 quarters. The position peaked at $41.5M in Q2 2024. 1,237 funds tracked by Wall St. Rank hold JCI as of Q1 2025.

Zimmer Partners reported no remaining Johnson Controls International position as of Q1 2025 after selling out during the quarter.
Zimmer Partners sold 80,000 Johnson Controls International shares in Q1 2025, an estimated $6.31M.
Zimmer Partners first reported a position in Johnson Controls International in Q1 2024 and held it in 4 quarters.
Zimmer Partners's Johnson Controls International position peaked at $41.5M in Q2 2024.
1,237 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2025.

Based on Zimmer Partners's 13F filing for Q1 2025, filed 15 May 2025.