Advisory Research’s Johnson & Johnson JNJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,559
Closed -$813K 162
2024
Q2
$813K Buy
5,559
+653
+13% +$97.1K 0.15% 115
2024
Q1
$776K Sell
4,906
-274
-5% -$43.6K 0.15% 114
2023
Q4
$812K Sell
5,180
-3,478
-40% -$533K 0.13% 185
2023
Q3
$1.35M Sell
8,658
-1,774
-17% -$293K 0.19% 152
2023
Q2
$1.73M Buy
10,432
+687
+7% +$111K 0.22% 122
2023
Q1
$1.51M Buy
9,745
+13
+0.1% +$2.1K 0.25% 101
2022
Q4
$1.72M Sell
9,732
-108
-1% -$18.6K 0.16% 97
2022
Q3
$1.61M Sell
9,840
-130
-1% -$22K 0.16% 109
2022
Q2
$1.77M Buy
9,970
+3
+0% +$535 0.17% 91
2022
Q1
$1.77M Buy
9,967
+264
+3% +$44.9K 0.14% 115
2021
Q4
$1.66M Sell
9,703
-112,259
-92% -$18.4M 0.13% 138
2021
Q3
$19.7M Buy
121,962
+36,508
+43% +$6.23M 1.26% 15
2021
Q2
$14.1M Sell
85,454
-162
-0.2% -$26.8K 0.93% 26
2021
Q1
$14.1M Sell
85,616
-2,938
-3% -$475K 0.99% 26
2020
Q4
$13.9M Sell
88,554
-6,739
-7% -$994K 1.02% 30
2020
Q3
$14.2M Sell
95,293
-14,903
-14% -$2.21M 1.38% 17
2020
Q2
$15.5M Sell
110,196
-129,295
-54% -$18.8M 1.38% 17
2020
Q1
$31.4M Buy
239,491
+3,277
+1% +$465K 2.18% 8
2019
Q4
$34.5M Sell
236,214
-10,290
-4% -$1.4M 1.58% 12
2019
Q3
$31.9M Buy
246,504
+402
+0.2% +$53K 1.54% 15
2019
Q2
$34.3M Sell
246,102
-2,372
-1% -$328K 0.67% 37
2019
Q1
$34.7M Buy
248,474
+1,602
+0.6% +$215K 0.67% 33
2018
Q4
$31.9M Buy
246,872
+119,923
+94% +$16.7M 0.67% 34
2018
Q3
$17.5M Sell
126,949
-9,271
-7% -$1.23M 0.29% 89
2018
Q2
$16.5M Sell
136,220
-247,294
-64% -$30.9M 0.26% 100
2018
Q1
$49.1M Buy
383,514
+5,982
+2% +$809K 0.88% 29
2017
Q4
$52.7M Buy
377,532
+5,292
+1% +$737K 0.87% 30
2017
Q3
$48.4M Buy
372,240
+101,977
+38% +$13.5M 0.77% 37
2017
Q2
$35.8M Buy
270,263
+164,068
+154% +$20.9M 0.56% 48
2017
Q1
$13.2M Buy
106,195
+97,565
+1,131% +$11.7M 0.19% 95
2016
Q4
$994K Sell
8,630
-12,010
-58% -$1.39M 0.01% 280
2016
Q3
$2.44M Sell
20,640
-432
-2% -$52.4K 0.04% 136
2016
Q2
$2.56M Sell
21,072
-12,781
-38% -$1.45M 0.04% 141
2016
Q1
$3.66M Sell
33,853
-40,613
-55% -$4.2M 0.07% 129
2015
Q4
$7.65M Sell
74,466
-42,194
-36% -$4.24M 0.12% 135
2015
Q3
$10.9M Sell
116,660
-849
-0.7% -$82.1K 0.16% 140
2015
Q2
$11.5M Sell
117,509
-7,445
-6% -$746K 0.13% 153
2015
Q1
$12.6M Sell
124,954
-21,890
-15% -$2.23M 0.14% 138
2014
Q4
$15.4M Sell
146,844
-12,567
-8% -$1.32M 0.16% 130
2014
Q3
$17M Sell
159,411
-7,490
-4% -$777K 0.16% 123
2014
Q2
$17.5M Sell
166,901
-54,853
-25% -$5.54M 0.16% 126
2014
Q1
$21.8M Sell
221,754
-8,807
-4% -$817K 0.22% 104
2013
Q4
$21.1M Sell
230,561
-4,579
-2% -$422K 0.22% 114
2013
Q3
$20.4M Buy
235,140
+1,090
+0.5% +$97.8K 0.22% 117
2013
Q2
$20.1M Buy
+234,050
New +$19.9M 0.23% 113

Other funds holding JNJ

Advisory Research's JNJ Position: Q3 2024 in Review

Advisory Research sold out of Johnson & Johnson (JNJ) in Q3 2024, closing a stake of 5,559 shares — an estimated $813K sold.

Advisory Research first reported a position in JNJ in Q2 2013 and held it in 45 quarters. The position peaked at $52.7M in Q4 2017. 3,881 funds tracked by Wall St. Rank hold JNJ as of Q3 2024.

  • Advisory Research reported no remaining Johnson & Johnson position as of Q3 2024 after selling out during the quarter.
  • Advisory Research sold 5,559 Johnson & Johnson shares in Q3 2024, an estimated $813K.
  • Advisory Research first reported a position in Johnson & Johnson in Q2 2013 and held it in 45 quarters.
  • Advisory Research's Johnson & Johnson position peaked at $52.7M in Q4 2017.
  • 3,881 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2024.

Based on Advisory Research's 13F filing for Q3 2024, filed 14 Nov 2024.