Hefty Wealth Partners’s Johnson & Johnson JNJ Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$84K	Sell	658 -6,312	-91%	-$853K	0.05%	118
2017 Q4	$974K	Buy	6,970 +6,312	+959%	+$879K	0.6%	48
2017 Q3	$86K	Sell	658 -7,894	-92%	-$1.05M	0.06%	106
2017 Q2	$1.13M	Sell	8,552 -2,772	-24%	-$354K	0.77%	42
2017 Q1	$1.41M	Buy	11,324 +9,434	+499%	+$1.13M	1.03%	33
2016 Q4	$217K	Buy	1,890 +769	+69%	+$88.8K	0.18%	70
2016 Q3	$132K	Buy	1,121 +951	+559%	+$115K	0.1%	89
2016 Q2	$20K	Hold	170	–	–	0.02%	128
2016 Q1	$18K	Hold	170	–	–	0.02%	133
2015 Q4	$17K	Buy	+170	New	+$17.1K	0.02%	128

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Hefty Wealth Partners's JNJ Position: Q1 2018 in Review

Hefty Wealth Partners reduced its Johnson & Johnson (JNJ) stake by 91% in Q1 2018, selling an estimated $853K and leaving 658 shares worth $84K. The position accounts for 0.05% of the portfolio, ranked #118.

Hefty Wealth Partners first reported a position in JNJ in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.41M in Q1 2017. 2,597 funds tracked by Wall St. Rank hold JNJ as of Q1 2018.

Hefty Wealth Partners held 658 shares of Johnson & Johnson worth $84K as of Q1 2018.
Hefty Wealth Partners sold 6,312 Johnson & Johnson shares in Q1 2018, an estimated $853K.
Johnson & Johnson made up 0.05% of Hefty Wealth Partners's portfolio in Q1 2018, its #118 holding.
Hefty Wealth Partners first reported a position in Johnson & Johnson in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Johnson & Johnson position peaked at $1.41M in Q1 2017.
2,597 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.