Clear Perspective Advisors’s Johnson & Johnson JNJ Stock Holding History

Clear Perspective Advisors’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
2021 Q4	$1.64M	Sell	9,600 -3,688	-28%	-$604K	0.5%	35
2021 Q3	$2.15M	Sell	13,288 -788	-6%	-$134K	0.73%	23
2021 Q2	$2.32M	Sell	14,076 -640	-4%	-$106K	0.81%	25
2021 Q1	$2.42M	Sell	14,716 -220	-1%	-$35.6K	0.95%	20
2020 Q4	$2.35M	Buy	14,936 +437	+3%	+$64.5K	0.96%	21
2020 Q3	$402	Buy	14,499 +1,226	+9%	+$181K	0.19%	86
2020 Q2	$1.87M	Buy	13,273 +3,208	+32%	+$467K	1.02%	19
2020 Q1	$1.32M	Sell	10,065 -3,642	-27%	-$517K	0.88%	23
2019 Q4	$2M	Sell	13,707 -642	-4%	-$87.1K	1.24%	20
2019 Q3	$1.86M	Buy	14,349 +246	+2%	+$32.4K	0.84%	28
2019 Q2	$1.96M	Sell	14,103 -1,945	-12%	-$269K	1.26%	19
2019 Q1	$2.22M	Buy	16,048 +2,739	+21%	+$367K	1.57%	16
2018 Q4	$1.72M	Buy	13,309 +819	+7%	+$114K	1.43%	15
2018 Q3	$1.73M	Sell	12,490 -5	-0%	-$664	1.28%	15
2018 Q2	$1.52M	Buy	12,495 +59	+0.5%	+$7.36K	1.06%	20
2018 Q1	$1.59M	Buy	12,436 +410	+3%	+$55.4K	1.19%	17
2017 Q4	$1.68M	Hold	12,026	–	–	1.28%	14
2017 Q3	$1.56M	Sell	12,026 -338	-3%	-$44.8K	1.28%	14
2017 Q2	$1.64M	Buy	12,364 +682	+6%	+$87K	1.37%	13
2017 Q1	$1.46M	Sell	11,682 -915	-7%	-$109K	0.96%	19
2016 Q4	$1.45M	Buy	+12,597	New	+$1.46M	0.96%	22

Other funds holding JNJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clear Perspective Advisors's JNJ Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Johnson & Johnson (JNJ) stake by 28% in Q4 2021, selling an estimated $604K and leaving 9,600 shares worth $1.64M. The position accounts for 0.5% of the portfolio, ranked #35.

Clear Perspective Advisors first reported a position in JNJ in Q4 2016 and has held it in 21 quarters since. The position peaked at $2.42M in Q1 2021. 3,645 funds tracked by Wall St. Rank hold JNJ as of Q4 2021.

Clear Perspective Advisors held 9,600 shares of Johnson & Johnson worth $1.64M as of Q4 2021.
Clear Perspective Advisors sold 3,688 Johnson & Johnson shares in Q4 2021, an estimated $604K.
Johnson & Johnson made up 0.5% of Clear Perspective Advisors's portfolio in Q4 2021, its #35 holding.
Clear Perspective Advisors first reported a position in Johnson & Johnson in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's Johnson & Johnson position peaked at $2.42M in Q1 2021.
3,645 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.