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Bellwether Investment Group’s Johnson & Johnson JNJ Stock Holding History

Bellwether Investment Group’s Portfolio JNJ Stock Details JNJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$988K Buy
7,074
+3,460
+96% +$482K 3.96% 3
2017
Q3 		$470K Buy
3,614
+101
+3% +$13.4K 2.21% 17
2017
Q2 		$465K Sell
3,513
-24
-0.7% -$3.06K 2.15% 16
2017
Q1 		$440K Sell
3,537
-5,050
-59% -$603K 1.16% 18
2016
Q4 		$989K Buy
+8,587
New +$992K 0.89% 15
2016
Q2 		$952K Buy
+7,846
New +$892K 1.04% 15

Other funds holding JNJ

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bellwether Investment Group's JNJ Position: Q4 2017 in Review

Bellwether Investment Group increased its Johnson & Johnson (JNJ) stake by 96% in Q4 2017, buying an estimated $482K and bringing the position to 7,074 shares worth $988K. The position accounts for 3.96% of the portfolio, ranked #3.

Bellwether Investment Group first reported a position in JNJ in Q2 2016 and has held it in 6 quarters since. The position peaked at $989K in Q4 2016. 2,624 funds tracked by Wall St. Rank hold JNJ as of Q4 2017.

  • Bellwether Investment Group held 7,074 shares of Johnson & Johnson worth $988K as of Q4 2017.
  • Bellwether Investment Group bought 3,460 Johnson & Johnson shares in Q4 2017, an estimated $482K.
  • Johnson & Johnson made up 3.96% of Bellwether Investment Group's portfolio in Q4 2017, its #3 holding.
  • Bellwether Investment Group first reported a position in Johnson & Johnson in Q2 2016 and has held it in 6 quarters since.
  • Bellwether Investment Group's Johnson & Johnson position peaked at $989K in Q4 2016.
  • 2,624 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.