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Lehman & Derafelo Financial Resources’s Johnson & Johnson JNJ Stock Holding History

Lehman & Derafelo Financial Resources’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
Q4 		$2.58M Sell
14,592
-87
-0.6% -$15K 0.76% 19
2022
Q3 		$2.4M Sell
14,679
-1,270
-8% -$215K 0.76% 21
2022
Q2 		$2.83M Buy
15,949
+4
+0% +$713 0.88% 18
2022
Q1 		$2.83M Buy
15,945
+1,383
+9% +$235K 0.79% 19
2021
Q4 		$2.49M Sell
14,562
-223
-2% -$36.5K 0.75% 22
2021
Q3 		$2.39M Sell
14,785
-824
-5% -$141K 0.78% 23
2021
Q2 		$2.57M Sell
15,609
-119
-0.8% -$19.7K 0.7% 25
2021
Q1 		$2.58M Buy
15,728
+578
+4% +$93.5K 0.73% 24
2020
Q4 		$2.38M Sell
15,150
-261
-2% -$38.5K 0.71% 25
2020
Q3 		$2.29M Buy
15,411
+754
+5% +$112K 0.73% 22
2020
Q2 		$2.06M Buy
14,657
+240
+2% +$35K 0.72% 27
2020
Q1 		$1.89M Buy
14,417
+1,526
+12% +$217K 0.79% 25
2019
Q4 		$1.88M Sell
12,891
-587
-4% -$79.6K 0.68% 32
2019
Q3 		$1.74M Buy
13,478
+701
+5% +$92.4K 0.67% 32
2019
Q2 		$1.8M Buy
12,777
+1,277
+11% +$177K 0.73% 29
2019
Q1 		$1.61M Buy
11,500
+40
+0.3% +$5.36K 0.69% 31
2018
Q4 		$1.48M Buy
+11,460
New +$1.6M 0.74% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lehman & Derafelo Financial Resources's JNJ Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its Johnson & Johnson (JNJ) stake by 0.59% in Q4 2022, selling an estimated $15K and leaving 14,592 shares worth $2.58M. The position accounts for 0.76% of the portfolio, ranked #19.

Lehman & Derafelo Financial Resources first reported a position in JNJ in Q4 2018 and has held it in 17 quarters since. The position peaked at $2.83M in Q2 2022. 3,788 funds tracked by Wall St. Rank hold JNJ as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 14,592 shares of Johnson & Johnson worth $2.58M as of Q4 2022.
  • Lehman & Derafelo Financial Resources sold 87 Johnson & Johnson shares in Q4 2022, an estimated $15K.
  • Johnson & Johnson made up 0.76% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #19 holding.
  • Lehman & Derafelo Financial Resources first reported a position in Johnson & Johnson in Q4 2018 and has held it in 17 quarters since.
  • Lehman & Derafelo Financial Resources's Johnson & Johnson position peaked at $2.83M in Q2 2022.
  • 3,788 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.