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CA Family Wealth’s Johnson & Johnson JNJ Stock Holding History

CA Family Wealth’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
2020
Q1 		$453K Sell
3,453
-2,053
-37% -$291K 0.48% 11
2019
Q4 		$803K Buy
+5,506
New +$747K 0.54% 9

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

CA Family Wealth's JNJ Position: Q1 2020 in Review

CA Family Wealth reduced its Johnson & Johnson (JNJ) stake by 37% in Q1 2020, selling an estimated $291K and leaving 3,453 shares worth $453K. The position accounts for 0.48% of the portfolio, ranked #11.

CA Family Wealth first reported a position in JNJ in Q4 2019 and has held it in 2 quarters since. The position peaked at $803K in Q4 2019. 2,932 funds tracked by Wall St. Rank hold JNJ as of Q1 2020.

  • CA Family Wealth held 3,453 shares of Johnson & Johnson worth $453K as of Q1 2020.
  • CA Family Wealth sold 2,053 Johnson & Johnson shares in Q1 2020, an estimated $291K.
  • Johnson & Johnson made up 0.48% of CA Family Wealth's portfolio in Q1 2020, its #11 holding.
  • CA Family Wealth first reported a position in Johnson & Johnson in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's Johnson & Johnson position peaked at $803K in Q4 2019.
  • 2,932 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.