Cypress Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Cypress Wealth 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
2019 Q1	$1.4M	Sell	10,041 -1,245	-11%	-$167K	1.61%	24
2018 Q4	$1.46M	Sell	11,286 -981	-8%	-$137K	2%	16
2018 Q3	$1.7M	Sell	12,267 -17	-0.1%	-$2.26K	1.78%	19
2018 Q2	$1.49M	Sell	12,284 -1,370	-10%	-$171K	1.61%	23
2018 Q1	$1.75M	Sell	13,654 -130	-0.9%	-$17.6K	1.9%	18
2017 Q4	$1.93M	Buy	13,784 +1,202	+10%	+$167K	1.85%	17
2017 Q3	$1.64M	Sell	12,582 -210	-2%	-$27.8K	2.64%	9
2017 Q2	$1.69M	Sell	12,792 -18,030	-58%	-$2.3M	1.98%	14
2017 Q1	$3.84M	Buy	30,822 +697	+2%	+$83.3K	1.75%	11
2016 Q4	$3.47M	Sell	30,125 -1,095	-4%	-$126K	1.58%	13
2016 Q3	$3.69M	Buy	31,220 +4,892	+19%	+$593K	1.66%	11
2016 Q2	$3.19M	Sell	26,328 -1,010	-4%	-$115K	1.58%	11
2016 Q1	$2.96M	Buy	27,338 +4,651	+21%	+$482K	1.35%	14
2015 Q4	$2.33M	Buy	22,687 +154	+0.7%	+$15.5K	1.18%	18
2015 Q3	$2.1M	Buy	22,533 +1,819	+9%	+$176K	1.14%	18
2015 Q2	$2.02M	Buy	+20,714	New	+$2.07M	1.18%	19

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cypress Wealth Advisors's JNJ Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Johnson & Johnson (JNJ) stake by 11% in Q1 2019, selling an estimated $167K and leaving 10,041 shares worth $1.4M. The position accounts for 1.61% of the portfolio, ranked #24.

Cypress Wealth Advisors first reported a position in JNJ in Q2 2015 and has held it in 16 quarters since. The position peaked at $3.84M in Q1 2017. 2,765 funds tracked by Wall St. Rank hold JNJ as of Q1 2019.

Cypress Wealth Advisors held 10,041 shares of Johnson & Johnson worth $1.4M as of Q1 2019.
Cypress Wealth Advisors sold 1,245 Johnson & Johnson shares in Q1 2019, an estimated $167K.
Johnson & Johnson made up 1.61% of Cypress Wealth Advisors's portfolio in Q1 2019, its #24 holding.
Cypress Wealth Advisors first reported a position in Johnson & Johnson in Q2 2015 and has held it in 16 quarters since.
Cypress Wealth Advisors's Johnson & Johnson position peaked at $3.84M in Q1 2017.
2,765 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.