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Independence Advisors’s Johnson & Johnson JNJ Stock Holding History

Independence 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
2020
Q3 		$1.07M Sell
7,170
-45
-0.6% -$6.66K 0.23% 34
2020
Q2 		$1.01M Sell
7,215
-62
-0.9% -$9.04K 0.23% 35
2020
Q1 		$954K Sell
7,277
-466
-6% -$66.1K 0.26% 33
2019
Q4 		$1.13M Sell
7,743
-12,042
-61% -$1.63M 0.27% 33
2019
Q3 		$2.56M Buy
19,785
+13,526
+216% +$1.78M 0.62% 21
2019
Q2 		$872K Buy
6,259
+418
+7% +$57.9K 0.22% 35
2019
Q1 		$816K Buy
5,841
+358
+7% +$48K 0.23% 38
2018
Q4 		$708K Sell
5,483
-308
-5% -$43K 0.24% 37
2018
Q3 		$800K Buy
5,791
+295
+5% +$39.2K 0.24% 35
2018
Q2 		$667K Sell
5,496
-89
-2% -$11.1K 0.21% 39
2018
Q1 		$716K Hold
5,585
– – 0.24% 36
2017
Q4 		$780K Sell
5,585
-275
-5% -$38.3K 0.26% 33
2017
Q3 		$762K Sell
5,860
-352
-6% -$46.7K 0.3% 30
2017
Q2 		$822K Sell
6,212
-27
-0.4% -$3.44K 0.33% 30
2017
Q1 		$777K Buy
6,239
+89
+1% +$10.6K 0.33% 30
2016
Q4 		$709K Sell
6,150
-94
-2% -$10.9K 0.31% 32
2016
Q3 		$738K Buy
6,244
+2,150
+53% +$261K 0.35% 31
2016
Q2 		$497K Buy
+4,094
New +$465K 0.26% 28

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Independence Advisors's JNJ Position: Q3 2020 in Review

Independence Advisors reduced its Johnson & Johnson (JNJ) stake by 0.62% in Q3 2020, selling an estimated $6.66K and leaving 7,170 shares worth $1.07M. The position accounts for 0.23% of the portfolio, ranked #34.

Independence Advisors first reported a position in JNJ in Q2 2016 and has held it in 18 quarters since. The position peaked at $2.56M in Q3 2019. 2,984 funds tracked by Wall St. Rank hold JNJ as of Q3 2020.

  • Independence Advisors held 7,170 shares of Johnson & Johnson worth $1.07M as of Q3 2020.
  • Independence Advisors sold 45 Johnson & Johnson shares in Q3 2020, an estimated $6.66K.
  • Johnson & Johnson made up 0.23% of Independence Advisors's portfolio in Q3 2020, its #34 holding.
  • Independence Advisors first reported a position in Johnson & Johnson in Q2 2016 and has held it in 18 quarters since.
  • Independence Advisors's Johnson & Johnson position peaked at $2.56M in Q3 2019.
  • 2,984 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.