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Bridgewater Wealth & Financial Management’s Johnson & Johnson JNJ Stock Holding History

Bridgewater Wealth & Financial Management’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
Q3 		– Sell
-22,347
Closed -$2.96M – 72
2017
Q2 		$2.96M Buy
22,347
+2,012
+10% +$257K 0.99% 30
2017
Q1 		$2.53M Sell
20,335
-407
-2% -$48.6K 0.93% 29
2016
Q4 		$2.39M Buy
20,742
+3,936
+23% +$455K 0.9% 32
2016
Q3 		$1.99M Buy
16,806
+329
+2% +$39.9K 0.73% 34
2016
Q2 		$2M Sell
16,477
-693
-4% -$78.7K 0.72% 35
2016
Q1 		$1.86M Buy
17,170
+2,997
+21% +$310K 0.68% 33
2015
Q4 		$1.46M Sell
14,173
-132
-0.9% -$13.3K 0.56% 36
2015
Q3 		$1.33M Buy
14,305
+1,638
+13% +$158K 0.55% 35
2015
Q2 		$1.24M Sell
12,667
-499
-4% -$50K 0.52% 36
2015
Q1 		$1.32M Sell
13,166
-2,896
-18% -$294K 0.56% 36
2014
Q4 		$1.68M Buy
+16,062
New +$1.69M 0.68% 38

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bridgewater Wealth & Financial Management's JNJ Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Johnson & Johnson (JNJ) in Q3 2017, closing a stake of 22,347 shares — an estimated $2.96M sold.

Bridgewater Wealth & Financial Management first reported a position in JNJ in Q4 2014 and held it in 11 quarters. The position peaked at $2.96M in Q2 2017. 2,356 funds tracked by Wall St. Rank hold JNJ as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Johnson & Johnson position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 22,347 Johnson & Johnson shares in Q3 2017, an estimated $2.96M.
  • Bridgewater Wealth & Financial Management first reported a position in Johnson & Johnson in Q4 2014 and held it in 11 quarters.
  • Bridgewater Wealth & Financial Management's Johnson & Johnson position peaked at $2.96M in Q2 2017.
  • 2,356 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.