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Zimmermann Investment Management & Planning’s Johnson Controls International JCI Stock Holding History

Zimmermann Investment Management & Planning’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
2024
Q4 		– Sell
-5,732
Closed -$445K – 67
2024
Q3 		$445K Sell
5,732
-326
-5% -$22.9K 0.14% 90
2024
Q2 		$403K Sell
6,058
-5,273
-47% -$355K 0.13% 92
2024
Q1 		$740K Buy
11,331
+5,238
+86% +$305K 0.27% 69
2023
Q4 		$351K Buy
+6,093
New +$320K 0.14% 89

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Zimmermann Investment Management & Planning's JCI Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Johnson Controls International (JCI) in Q4 2024, closing a stake of 5,732 shares — an estimated $445K sold.

Zimmermann Investment Management & Planning first reported a position in JCI in Q4 2023 and held it in 4 quarters. The position peaked at $740K in Q1 2024. 1,197 funds tracked by Wall St. Rank hold JCI as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Johnson Controls International position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 5,732 Johnson Controls International shares in Q4 2024, an estimated $445K.
  • Zimmermann Investment Management & Planning first reported a position in Johnson Controls International in Q4 2023 and held it in 4 quarters.
  • Zimmermann Investment Management & Planning's Johnson Controls International position peaked at $740K in Q1 2024.
  • 1,197 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.