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Lyons Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Lyons 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
2013
Q4 		– Sell
-24,374
Closed -$2.11M – 78
2013
Q3 		$2.11M Hold
24,374
– – 1.9% 10
2013
Q2 		$2.09M Buy
+24,374
New +$2.07M 2.12% 9

Other funds holding JNJ

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lyons Wealth Management's JNJ Position: Q4 2013 in Review

Lyons Wealth Management sold out of Johnson & Johnson (JNJ) in Q4 2013, closing a stake of 24,374 shares — an estimated $2.11M sold.

Lyons Wealth Management first reported a position in JNJ in Q2 2013 and held it in 2 quarters. The position peaked at $2.11M in Q3 2013. 1,967 funds tracked by Wall St. Rank hold JNJ as of Q4 2013.

  • Lyons Wealth Management reported no remaining Johnson & Johnson position as of Q4 2013 after selling out during the quarter.
  • Lyons Wealth Management sold 24,374 Johnson & Johnson shares in Q4 2013, an estimated $2.11M.
  • Lyons Wealth Management first reported a position in Johnson & Johnson in Q2 2013 and held it in 2 quarters.
  • Lyons Wealth Management's Johnson & Johnson position peaked at $2.11M in Q3 2013.
  • 1,967 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2013.

Based on Lyons Wealth Management's 13F filing for Q4 2013, filed 4 Feb 2014.