MA
JNJ icon

Momentum Advisors’s Johnson & Johnson JNJ Stock Holding History

Momentum 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
2022
Q4 		$312K Sell
1,768
-147
-8% -$25.4K 0.32% 58
2022
Q3 		$313K Buy
1,915
+70
+4% +$11.8K 0.35% 54
2022
Q2 		$328K Buy
+1,845
New +$329K 0.37% 42

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Momentum Advisors's JNJ Position: Q4 2022 in Review

Momentum Advisors reduced its Johnson & Johnson (JNJ) stake by 7.7% in Q4 2022, selling an estimated $25.4K and leaving 1,768 shares worth $312K. The position accounts for 0.32% of the portfolio, ranked #58.

Momentum Advisors first reported a position in JNJ in Q2 2022 and has held it in 3 quarters since. The position peaked at $328K in Q2 2022. 3,788 funds tracked by Wall St. Rank hold JNJ as of Q4 2022.

  • Momentum Advisors held 1,768 shares of Johnson & Johnson worth $312K as of Q4 2022.
  • Momentum Advisors sold 147 Johnson & Johnson shares in Q4 2022, an estimated $25.4K.
  • Johnson & Johnson made up 0.32% of Momentum Advisors's portfolio in Q4 2022, its #58 holding.
  • Momentum Advisors first reported a position in Johnson & Johnson in Q2 2022 and has held it in 3 quarters since.
  • Momentum Advisors's Johnson & Johnson position peaked at $328K in Q2 2022.
  • 3,788 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.