Ownership history in Core Alternative Capital Β· 16 quarters on record
This page tracks every 13F SEC filing in which Core Alternative Capital reported a position in JOHNSON CONTROLS INTERNATION (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 Core Alternative Capital outperformed the S&P 500 by +4.0% annually on this JCI position. Timing score: 25% (2/8 decisions correct). Average cost basis: $58.39. Maximum drawdown during holding period: β40.4%.
β
Outperformed SPY on this position by 4.0% ann.
15 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 8 add/trim decisions correct
Best entry: $44.67 (2022 Q2) Β· Worst: $74.89 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 2 trims. Bought during 3 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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