Essex Private Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Essex Private Wealth 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
2022 Q1	–	Sell	-3,364	Closed	-$575K	–	50
2021 Q4	$575K	Sell	3,364 -499	-13%	-$81.7K	0.49%	37
2021 Q3	$624K	Sell	3,863 -154	-4%	-$26.3K	0.57%	32
2021 Q2	$662K	Buy	4,017 +1	+0%	+$166	0.6%	33
2021 Q1	$660K	Sell	4,016 -293	-7%	-$47.4K	0.63%	31
2020 Q4	$678K	Sell	4,309 -99	-2%	-$14.6K	0.66%	32
2020 Q3	$656K	Sell	4,408 -45	-1%	-$6.66K	0.68%	30
2020 Q2	$626K	Sell	4,453 -11	-0.2%	-$1.6K	0.73%	30
2020 Q1	$585K	Buy	4,464 +235	+6%	+$33.3K	0.76%	28
2019 Q4	$616K	Buy	+4,229	New	+$574K	0.62%	32

Other funds holding JNJ

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

Essex Private Wealth Management's JNJ Position: Q1 2022 in Review

Essex Private Wealth Management sold out of Johnson & Johnson (JNJ) in Q1 2022, closing a stake of 3,364 shares — an estimated $575K sold.

Essex Private Wealth Management first reported a position in JNJ in Q4 2019 and held it in 9 quarters. The position peaked at $678K in Q4 2020. 3,677 funds tracked by Wall St. Rank hold JNJ as of Q1 2022.

Essex Private Wealth Management reported no remaining Johnson & Johnson position as of Q1 2022 after selling out during the quarter.
Essex Private Wealth Management sold 3,364 Johnson & Johnson shares in Q1 2022, an estimated $575K.
Essex Private Wealth Management first reported a position in Johnson & Johnson in Q4 2019 and held it in 9 quarters.
Essex Private Wealth Management's Johnson & Johnson position peaked at $678K in Q4 2020.
3,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2022.

Based on Essex Private Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.