Ratio Wealth Group’s Johnson & Johnson JNJ Stock Holding History

Ratio Wealth 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 Q1	$358K	Sell	2,260 -42	-2%	-$6.68K	0.07%	64
2023 Q4	$361K	Buy	2,302 +41	+2%	+$6.29K	0.08%	61
2023 Q3	$352K	Buy	2,261 +185	+9%	+$30.5K	0.09%	58
2023 Q2	$344K	Buy	+2,076	New	+$335K	0.09%	53
2022 Q4	$288K	Sell	1,632 -43	-3%	-$7.42K	0.08%	49
2022 Q3	$274K	Sell	1,675 -237	-12%	-$40.1K	0.09%	50
2022 Q2	$339K	Buy	1,912 +2	+0.1%	+$356	0.11%	44
2022 Q1	$339K	Sell	1,910 -8	-0.4%	-$1.36K	0.1%	45
2021 Q4	$328K	Sell	1,918 -86	-4%	-$14.1K	0.1%	42
2021 Q3	$324K	Hold	2,004	–	–	0.11%	43
2021 Q2	$330K	Buy	2,004 +42	+2%	+$6.95K	0.12%	39
2021 Q1	$323K	Buy	1,962 +23	+1%	+$3.72K	0.13%	38
2020 Q4	$305K	Buy	+1,939	New	+$286K	0.16%	38

Other funds holding JNJ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ratio Wealth Group's JNJ Position: Q1 2024 in Review

Ratio Wealth Group reduced its Johnson & Johnson (JNJ) stake by 1.8% in Q1 2024, selling an estimated $6.68K and leaving 2,260 shares worth $358K. The position accounts for 0.07% of the portfolio, ranked #64.

Ratio Wealth Group first reported a position in JNJ in Q4 2020 and has held it in 13 quarters since. The position peaked at $361K in Q4 2023. 3,848 funds tracked by Wall St. Rank hold JNJ as of Q1 2024.

Ratio Wealth Group held 2,260 shares of Johnson & Johnson worth $358K as of Q1 2024.
Ratio Wealth Group sold 42 Johnson & Johnson shares in Q1 2024, an estimated $6.68K.
Johnson & Johnson made up 0.07% of Ratio Wealth Group's portfolio in Q1 2024, its #64 holding.
Ratio Wealth Group first reported a position in Johnson & Johnson in Q4 2020 and has held it in 13 quarters since.
Ratio Wealth Group's Johnson & Johnson position peaked at $361K in Q4 2023.
3,848 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.