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Mountain Capital Investment Advisors’s Johnson & Johnson JNJ Stock Holding History

Mountain Capital 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
2024
Q1 		– Sell
-4,911
Closed -$793K – 58
2023
Q4 		$793K Sell
4,911
-417
-8% -$63.9K 0.27% 32
2023
Q3 		$785K Sell
5,328
-4,327
-45% -$714K 0.29% 30
2023
Q2 		$1.65M Sell
9,655
-2,712
-22% -$438K 0.62% 27
2023
Q1 		$2.05M Buy
12,367
+1,189
+11% +$192K 0.91% 35
2022
Q4 		$1.96M Buy
11,178
+2,178
+24% +$376K 0.89% 41
2022
Q3 		$1.48M Buy
9,000
+254
+3% +$43K 0.78% 42
2022
Q2 		$1.56M Buy
8,746
+232
+3% +$41.3K 0.78% 42
2022
Q1 		$1.53M Sell
8,514
-131
-2% -$22.3K 0.72% 48
2021
Q4 		$1.48M Buy
8,645
+1,758
+26% +$288K 0.67% 52
2021
Q3 		$1.11M Buy
6,887
+168
+3% +$28.7K 0.59% 64
2021
Q2 		$1.14M Sell
6,719
-899
-12% -$149K 0.52% 56
2021
Q1 		$1.22M Buy
7,618
+1,120
+17% +$181K 0.61% 54
2020
Q4 		$1.04M Sell
6,498
-1,250
-16% -$184K 0.63% 49
2020
Q3 		$1.18M Buy
+7,748
New +$1.15M 0.76% 47
2017
Q4 		– Sell
-937
Closed -$122K – 231
2017
Q3 		$122K Buy
937
+2
+0.2% +$265 0.11% 52
2017
Q2 		$124K Buy
+935
New +$119K 0.12% 64

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mountain Capital Investment Advisors's JNJ Position: Q1 2024 in Review

Mountain Capital Investment Advisors sold out of Johnson & Johnson (JNJ) in Q1 2024, closing a stake of 4,911 shares — an estimated $793K sold.

Mountain Capital Investment Advisors first reported a position in JNJ in Q2 2017 and held it in 16 quarters. The position peaked at $2.05M in Q1 2023. 3,849 funds tracked by Wall St. Rank hold JNJ as of Q1 2024.

  • Mountain Capital Investment Advisors reported no remaining Johnson & Johnson position as of Q1 2024 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 4,911 Johnson & Johnson shares in Q1 2024, an estimated $793K.
  • Mountain Capital Investment Advisors first reported a position in Johnson & Johnson in Q2 2017 and held it in 16 quarters.
  • Mountain Capital Investment Advisors's Johnson & Johnson position peaked at $2.05M in Q1 2023.
  • 3,849 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.