LFGH
JNJ icon

Lee Financial Group Hawaii’s Johnson & Johnson JNJ Stock Holding History

Lee Financial Group Hawaii’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
Q4 		– Sell
-5,467
Closed -$814K – 47
2020
Q3 		$814K Sell
5,467
-551
-9% -$81.5K 0.68% 26
2020
Q2 		$846K Buy
+6,018
New +$877K 0.73% 25

Other funds holding JNJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lee Financial Group Hawaii's JNJ Position: Q4 2020 in Review

Lee Financial Group Hawaii sold out of Johnson & Johnson (JNJ) in Q4 2020, closing a stake of 5,467 shares — an estimated $814K sold.

Lee Financial Group Hawaii first reported a position in JNJ in Q2 2020 and held it in 2 quarters. The position peaked at $846K in Q2 2020. 3,266 funds tracked by Wall St. Rank hold JNJ as of Q4 2020.

  • Lee Financial Group Hawaii reported no remaining Johnson & Johnson position as of Q4 2020 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 5,467 Johnson & Johnson shares in Q4 2020, an estimated $814K.
  • Lee Financial Group Hawaii first reported a position in Johnson & Johnson in Q2 2020 and held it in 2 quarters.
  • Lee Financial Group Hawaii's Johnson & Johnson position peaked at $846K in Q2 2020.
  • 3,266 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2020.

Based on Lee Financial Group Hawaii's 13F filing for Q4 2020, filed 3 Feb 2021.