Peterson Financial Group’s Johnson & Johnson JNJ Stock Holding History

Peterson Financial Group’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 Q3	$222K	Buy	+1,369	New	+$218K	0.85%	34
2023 Q1	–	Sell	-9,093	Closed	-$1.61M	–	46
2022 Q4	$1.61M	Sell	9,093 -4,709	-34%	-$813K	2.12%	10
2022 Q3	$2.25M	Buy	13,802 +401	+3%	+$67.9K	2.19%	9
2022 Q2	$2.38M	Buy	13,401 +712	+6%	+$127K	2.24%	7
2022 Q1	$2.25M	Buy	12,689 +640	+5%	+$109K	1.86%	13
2021 Q4	$2.06M	Buy	+12,049	New	+$1.97M	1.68%	19

Other funds holding JNJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Peterson Financial Group's JNJ Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Johnson & Johnson (JNJ) in Q3 2024: 1,369 shares worth $222K. The stake represents 0.85% of the portfolio and ranks #34 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in JNJ as recently as Q4 2022.

Peterson Financial Group first reported a position in JNJ in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.38M in Q2 2022. 3,883 funds tracked by Wall St. Rank hold JNJ as of Q3 2024.

Peterson Financial Group held 1,369 shares of Johnson & Johnson worth $222K as of Q3 2024.
Johnson & Johnson was a new Peterson Financial Group position in Q3 2024.
Johnson & Johnson made up 0.85% of Peterson Financial Group's portfolio in Q3 2024, its #34 holding.
Peterson Financial Group first reported a position in Johnson & Johnson in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's Johnson & Johnson position peaked at $2.38M in Q2 2022.
3,883 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.