NWM
JNJ icon

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

NEIRG 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
2023
Q3 		– Sell
-3,164
Closed -$524K – 59
2023
Q2 		$524K Sell
3,164
-2
-0.1% -$323 0.1% 96
2023
Q1 		$491K Buy
3,166
+398
+14% +$64.3K 0.09% 104
2022
Q4 		$489K Buy
2,768
+118
+4% +$20.4K 0.09% 107
2022
Q3 		$433K Sell
2,650
-318
-11% -$53.8K 0.09% 107
2022
Q2 		$527K Buy
2,968
+76
+3% +$13.5K 0.12% 100
2022
Q1 		$513K Sell
2,892
-3
-0.1% -$510 0.1% 96
2021
Q4 		$495K Buy
+2,895
New +$474K 0.09% 90

Other funds holding JNJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NEIRG Wealth Management's JNJ Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Johnson & Johnson (JNJ) in Q3 2023, closing a stake of 3,164 shares — an estimated $524K sold.

NEIRG Wealth Management first reported a position in JNJ in Q4 2021 and held it in 7 quarters. The position peaked at $527K in Q2 2022. 3,681 funds tracked by Wall St. Rank hold JNJ as of Q3 2023.

  • NEIRG Wealth Management reported no remaining Johnson & Johnson position as of Q3 2023 after selling out during the quarter.
  • NEIRG Wealth Management sold 3,164 Johnson & Johnson shares in Q3 2023, an estimated $524K.
  • NEIRG Wealth Management first reported a position in Johnson & Johnson in Q4 2021 and held it in 7 quarters.
  • NEIRG Wealth Management's Johnson & Johnson position peaked at $527K in Q2 2022.
  • 3,681 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.