NFP
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Novak Financial Planning’s Johnson & Johnson JNJ Stock Holding History

Novak Financial 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
2021
Q2 		$236K Buy
1,431
+2
+0.1% +$331 0.12% 113
2021
Q1 		$235K Buy
1,429
+63
+5% +$10.2K 0.13% 107
2020
Q4 		$215K Buy
+1,366
New +$202K 0.13% 107

Other funds holding JNJ

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Novak Financial Planning's JNJ Position: Q2 2021 in Review

Novak Financial Planning increased its Johnson & Johnson (JNJ) stake by 0.14% in Q2 2021, buying an estimated $331 and bringing the position to 1,431 shares worth $236K. The position accounts for 0.12% of the portfolio, ranked #113.

Novak Financial Planning first reported a position in JNJ in Q4 2020 and has held it in 3 quarters since. 3,324 funds tracked by Wall St. Rank hold JNJ as of Q2 2021.

  • Novak Financial Planning held 1,431 shares of Johnson & Johnson worth $236K as of Q2 2021.
  • Novak Financial Planning bought 2 Johnson & Johnson shares in Q2 2021, an estimated $331.
  • Johnson & Johnson made up 0.12% of Novak Financial Planning's portfolio in Q2 2021, its #113 holding.
  • Novak Financial Planning first reported a position in Johnson & Johnson in Q4 2020 and has held it in 3 quarters since.
  • 3,324 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.