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

Lehman 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
2018
Q3 		$1.6M Buy
11,585
+329
+3% +$43.7K 0.75% 27
2018
Q2 		$1.36M Buy
11,256
+351
+3% +$43.8K 0.69% 27
2018
Q1 		$1.4M Buy
10,905
+1,112
+11% +$150K 0.72% 28
2017
Q4 		$1.37M Buy
9,793
+478
+5% +$66.6K 0.71% 27
2017
Q3 		$1.21M Buy
9,315
+248
+3% +$32.9K 0.62% 31
2017
Q2 		$1.2M Hold
9,067
– – 0.68% 27
2017
Q1 		$1.13M Hold
9,067
– – 0.62% 29
2016
Q4 		$1.04M Hold
9,067
– – 0.59% 30
2016
Q3 		$1.07M Hold
9,067
– – 0.62% 31
2016
Q2 		$1.1M Sell
9,067
-400
-4% -$45.5K 0.55% 32
2016
Q1 		$1.02M Sell
9,467
-300
-3% -$31.1K 0.55% 32
2015
Q4 		$1M Sell
9,767
-123
-1% -$12.4K 0.54% 29
2015
Q3 		$923K Buy
9,890
+38
+0.4% +$3.68K 0.47% 33
2015
Q2 		$960K Buy
9,852
+100
+1% +$10K 0.47% 32
2015
Q1 		$981K Buy
9,752
+300
+3% +$30.5K 0.45% 32
2014
Q4 		$988K Sell
9,452
-300
-3% -$31.6K 0.48% 35
2014
Q3 		$1.04M Hold
9,752
– – 0.54% 32
2014
Q2 		$1.02M Hold
9,752
– – 0.49% 35
2014
Q1 		$958K Sell
9,752
-99
-1% -$9.18K 0.5% 32
2013
Q4 		$902K Buy
9,851
+277
+3% +$25.5K 0.56% 33
2013
Q3 		$830K Buy
9,574
+1,450
+18% +$130K 0.53% 34
2013
Q2 		$698K Buy
+8,124
New +$689K 0.47% 33

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lehman Financial Resources's JNJ Position: Q3 2018 in Review

Lehman Financial Resources increased its Johnson & Johnson (JNJ) stake by 2.9% in Q3 2018, buying an estimated $43.7K and bringing the position to 11,585 shares worth $1.6M. The position accounts for 0.75% of the portfolio, ranked #27.

Lehman Financial Resources first reported a position in JNJ in Q2 2013 and has held it in 22 quarters since. 2,583 funds tracked by Wall St. Rank hold JNJ as of Q3 2018.

  • Lehman Financial Resources held 11,585 shares of Johnson & Johnson worth $1.6M as of Q3 2018.
  • Lehman Financial Resources bought 329 Johnson & Johnson shares in Q3 2018, an estimated $43.7K.
  • Johnson & Johnson made up 0.75% of Lehman Financial Resources's portfolio in Q3 2018, its #27 holding.
  • Lehman Financial Resources first reported a position in Johnson & Johnson in Q2 2013 and has held it in 22 quarters since.
  • 2,583 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.