Ownership history in BARCLAYS PLC Β· 138 quarters on record
This page tracks every 13F SEC filing in which BARCLAYS PLC reported a position in JOHNSON CONTROLS INC Com (JCI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BARCLAYS PLC outperformed the S&P 500 by +0.9% annually on this JCI position. Timing score: 61% (83/136 decisions correct). Average cost basis: $28.76. Maximum drawdown during holding period: β82.4%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
137 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
83 of 136 add/trim decisions correct
Best entry: $6.89 (2008 Q4) Β· Worst: $109.61 (2025 Q3)
πͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.
76 adds Β· 61 trims. Bought during 10 of 28 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.08% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size