IronBridge Private Wealth’s Johnson & Johnson JNJ Stock Holding History

IronBridge Private Wealth’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
2023 Q4	–	Sell	-24,280	Closed	-$3.78M	–	50
2023 Q3	$3.78M	Buy	24,280 +1,179	+5%	+$195K	2.05%	16
2023 Q2	$3.82M	Sell	23,101 -113	-0.5%	-$18.2K	2.15%	15
2023 Q1	$3.6M	Buy	+23,214	New	+$3.75M	2.3%	14
2022 Q1	–	Sell	-523	Closed	-$90K	–	170
2021 Q4	$90K	Buy	523 +3	+0.6%	+$491	0.05%	53
2021 Q3	$84K	Buy	520 +2	+0.4%	+$341	0.05%	47
2021 Q2	$85K	Buy	518 +79	+18%	+$13.1K	0.05%	48
2021 Q1	$72K	Buy	439 +3	+0.7%	+$485	0.05%	54
2020 Q4	$69K	Buy	+436	New	+$64.3K	0.05%	49

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

IronBridge Private Wealth's JNJ Position: Q4 2023 in Review

IronBridge Private Wealth sold out of Johnson & Johnson (JNJ) in Q4 2023, closing a stake of 24,280 shares — an estimated $3.78M sold.

IronBridge Private Wealth first reported a position in JNJ in Q4 2020 and held it in 8 quarters. The position peaked at $3.82M in Q2 2023. 3,869 funds tracked by Wall St. Rank hold JNJ as of Q4 2023.

IronBridge Private Wealth reported no remaining Johnson & Johnson position as of Q4 2023 after selling out during the quarter.
IronBridge Private Wealth sold 24,280 Johnson & Johnson shares in Q4 2023, an estimated $3.78M.
IronBridge Private Wealth first reported a position in Johnson & Johnson in Q4 2020 and held it in 8 quarters.
IronBridge Private Wealth's Johnson & Johnson position peaked at $3.82M in Q2 2023.
3,869 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2023.

Based on IronBridge Private Wealth's 13F filing for Q4 2023, filed 12 Feb 2024.