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Milestone Investment Advisors’s Johnson & Johnson JNJ Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-3,435
Closed -$535K – 279
2023
Q3 		$535K Buy
+3,435
New +$567K 0.15% 61
2023
Q2 		– Sell
-3,480
Closed -$539K – 276
2023
Q1 		$539K Buy
+3,480
New +$562K 0.17% 52

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Milestone Investment Advisors's JNJ Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Johnson & Johnson (JNJ) in Q4 2023, closing a stake of 3,435 shares — an estimated $535K sold.

Milestone Investment Advisors first reported a position in JNJ in Q1 2023 and held it in 2 quarters. The position peaked at $539K in Q1 2023. 3,869 funds tracked by Wall St. Rank hold JNJ as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Johnson & Johnson position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 3,435 Johnson & Johnson shares in Q4 2023, an estimated $535K.
  • Milestone Investment Advisors first reported a position in Johnson & Johnson in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Johnson & Johnson position peaked at $539K in Q1 2023.
  • 3,869 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.