Kaizen Advisory’s Johnson & Johnson JNJ Stock Holding History

Kaizen Advisory’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 Q4	$953K	Buy	7,386 +1,099	+17%	+$153K	0.66%	15
2018 Q3	$869K	Hold	6,287	–	–	0.45%	107
2018 Q2	$763K	Buy	6,287 +3,688	+142%	+$460K	0.39%	109
2018 Q1	$333K	Hold	2,599	–	–	0.33%	16
2017 Q4	$363K	Buy	+2,599	New	+$362K	0.22%	105

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Kaizen Advisory's JNJ Position: Q4 2018 in Review

Kaizen Advisory increased its Johnson & Johnson (JNJ) stake by 17% in Q4 2018, buying an estimated $153K and bringing the position to 7,386 shares worth $953K. The position accounts for 0.66% of the portfolio, ranked #15.

Kaizen Advisory first reported a position in JNJ in Q4 2017 and has held it in 5 quarters since. 2,764 funds tracked by Wall St. Rank hold JNJ as of Q4 2018.

Kaizen Advisory held 7,386 shares of Johnson & Johnson worth $953K as of Q4 2018.
Kaizen Advisory bought 1,099 Johnson & Johnson shares in Q4 2018, an estimated $153K.
Johnson & Johnson made up 0.66% of Kaizen Advisory's portfolio in Q4 2018, its #15 holding.
Kaizen Advisory first reported a position in Johnson & Johnson in Q4 2017 and has held it in 5 quarters since.
2,764 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.