JCI β€” JOHNSON CTLS INTL PLC

Ownership history in TWINBEECH CAPITAL LP  Β·  16 quarters on record

This page tracks every 13F SEC filing in which TWINBEECH CAPITAL LP reported a position in JOHNSON CTLS INTL PLC (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.

πŸ” Peak position
1.08% (2023 Q1)
πŸ“Š Avg. % of fund
0.47%
πŸ“… First filed
2019 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
16

Position Intelligence

TWINBEECH CAPITAL LP Γ— JCI AI Analytics

πŸ“ˆ TWINBEECH CAPITAL LP outperformed the S&P 500 by +24.5% annually on this JCI position. Timing score: 40% (6/15 decisions correct). Average cost basis: $58.94. Maximum drawdown during holding period: –33.2%.

πŸ“ˆ Position Alpha vs SPY
+24.5%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 24.5% per year on this position.
15 quarters analyzed

⏱️ Timing Score
40%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
6 of 15 add/trim decisions correct

πŸ’° Entry Quality
$58.94
+102.5% vs current ($119.38)

Best entry: $23.95 (2020 Q1)  Β·  Worst: $119.38 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–33.2%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

8 adds Β· 8 trims. Bought during 3 of 5 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ TWINBEECH CAPITAL LP has been actively increasing its JCI allocation β€” a bullish signal from insiders.
Currently 1.02% of portfolio

⚠ 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.

% of Fund (quarterly)    JCI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 119,927 +112,300 +1472.4% 1.02% $14.4M $119.38
2025 Q3 REDUCED 7,627 -35,603 -82.4% 0.03% $839K $109.61
2025 Q2 ADDED 43,230 +33,241 +332.8% 0.10% $4.6M $105.30
2025 Q1 REDUCED 9,989 -207,893 -95.4% 0.01% $800K $79.57
2024 Q2 REDUCED 217,882 -70,449 -24.4% 0.29% $14.5M $65.11
2023 Q4 REDUCED 288,331 -750,675 -72.2% 0.27% $16.6M $55.83
2023 Q3 ADDED 1,039,006 +693,782 +201.0% 1.06% $55.3M $51.19
2023 Q2 REDUCED 345,224 -540,133 -61.0% 0.46% $23.5M $65.11
2023 Q1 ADDED 885,357 +628,829 +245.1% 1.08% $53.3M $57.22
2022 Q4 ADDED 256,528 +242,119 +1680.3% 0.31% $16.4M $60.44
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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