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Meredith Wealth Planning’s Johnson & Johnson JNJ Stock Holding History

Meredith Wealth Planning’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
2023
Q2 		– Sell
-3,011
Closed -$467K – 52
2023
Q1 		$467K Sell
3,011
-64
-2% -$10.3K 0.38% 26
2022
Q4 		$543K Buy
+3,075
New +$531K 0.47% 22

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Meredith Wealth Planning's JNJ Position: Q2 2023 in Review

Meredith Wealth Planning sold out of Johnson & Johnson (JNJ) in Q2 2023, closing a stake of 3,011 shares — an estimated $467K sold.

Meredith Wealth Planning first reported a position in JNJ in Q4 2022 and held it in 2 quarters. The position peaked at $543K in Q4 2022. 3,751 funds tracked by Wall St. Rank hold JNJ as of Q2 2023.

  • Meredith Wealth Planning reported no remaining Johnson & Johnson position as of Q2 2023 after selling out during the quarter.
  • Meredith Wealth Planning sold 3,011 Johnson & Johnson shares in Q2 2023, an estimated $467K.
  • Meredith Wealth Planning first reported a position in Johnson & Johnson in Q4 2022 and held it in 2 quarters.
  • Meredith Wealth Planning's Johnson & Johnson position peaked at $543K in Q4 2022.
  • 3,751 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2023.

Based on Meredith Wealth Planning's 13F filing for Q2 2023, filed 14 Jul 2023.