Lake Point Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Lake Point 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 Q2	$99K	Buy	559 +44	+9%	+$7.84K	0.06%	43
2022 Q1	$91K	Hold	515	–	–	0.04%	43
2021 Q4	$88K	Buy	515 +1	+0.2%	+$164	0.04%	48
2021 Q3	$83K	Buy	514 +200	+64%	+$34.1K	0.04%	44
2021 Q2	$52K	Buy	+314	New	+$52K	0.02%	61
2020 Q1	$38K	Buy	286 +169	+144%	+$24K	0.03%	51
2019 Q4	$17K	Buy	+117	New	+$15.9K	0.01%	225
2019 Q2	$11K	Hold	78	–	–	﹤0.01%	310
2019 Q1	$11K	Sell	78 -1,845	-96%	-$247K	﹤0.01%	310
2018 Q4	$248K	Buy	+1,923	New	+$268K	0.09%	124

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Lake Point Wealth Management's JNJ Position: Q2 2022 in Review

Lake Point Wealth Management increased its Johnson & Johnson (JNJ) stake by 8.5% in Q2 2022, buying an estimated $7.84K and bringing the position to 559 shares worth $99K. The position accounts for 0.06% of the portfolio, ranked #43.

Lake Point Wealth Management first reported a position in JNJ in Q4 2018 and has held it in 10 quarters since. The position peaked at $248K in Q4 2018. 3,671 funds tracked by Wall St. Rank hold JNJ as of Q2 2022.

Lake Point Wealth Management held 559 shares of Johnson & Johnson worth $99K as of Q2 2022.
Lake Point Wealth Management bought 44 Johnson & Johnson shares in Q2 2022, an estimated $7.84K.
Johnson & Johnson made up 0.06% of Lake Point Wealth Management's portfolio in Q2 2022, its #43 holding.
Lake Point Wealth Management first reported a position in Johnson & Johnson in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Johnson & Johnson position peaked at $248K in Q4 2018.
3,671 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.