LifePlan Financial Group’s Johnson & Johnson JNJ Stock Holding History

LifePlan Financial Group’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 Q3	$157K	Hold	1,053	–	–	0.07%	151
2020 Q2	$148K	Hold	1,053	–	–	0.07%	148
2020 Q1	$138K	Sell	1,053 -104	-9%	-$14.8K	0.07%	140
2019 Q4	$169K	Buy	1,157 +100	+9%	+$13.6K	0.08%	144
2019 Q3	$137K	Hold	1,057	–	–	0.06%	154
2019 Q2	$147K	Sell	1,057 -480	-31%	-$66.4K	0.07%	146
2019 Q1	$215K	Buy	1,537 +400	+35%	+$53.6K	0.11%	120
2018 Q4	$147K	Sell	1,137 -100	-8%	-$13.9K	0.09%	143
2018 Q3	$171K	Hold	1,237	–	–	0.09%	136
2018 Q2	$150K	Buy	1,237 +69	+6%	+$8.61K	0.08%	142
2018 Q1	$150K	Buy	+1,168	New	+$158K	0.09%	136
2014 Q2	–	Sell	-1,240	Closed	-$122K	–	144
2014 Q1	$122K	Buy	1,240 +350	+39%	+$32.4K	0.1%	77
2013 Q4	$82K	Hold	890	–	–	0.06%	90
2013 Q3	$77K	Hold	890	–	–	0.06%	81
2013 Q2	$76K	Buy	+890	New	+$75.5K	0.08%	63

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

LifePlan Financial Group's JNJ Position: Q3 2020 in Review

LifePlan Financial Group held its Johnson & Johnson (JNJ) position steady in Q3 2020 at 1,053 shares worth $157K. The position accounts for 0.07% of the portfolio, ranked #151.

LifePlan Financial Group first reported a position in JNJ in Q2 2013 and has held it in 15 quarters since. The position peaked at $215K in Q1 2019. 2,984 funds tracked by Wall St. Rank hold JNJ as of Q3 2020.

LifePlan Financial Group held 1,053 shares of Johnson & Johnson worth $157K as of Q3 2020.
LifePlan Financial Group left its Johnson & Johnson share count unchanged in Q3 2020.
Johnson & Johnson made up 0.07% of LifePlan Financial Group's portfolio in Q3 2020, its #151 holding.
LifePlan Financial Group first reported a position in Johnson & Johnson in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's Johnson & Johnson position peaked at $215K in Q1 2019.
2,984 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.