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Sanibel Captiva Investment Advisers’s Johnson & Johnson JNJ Stock Holding History

Sanibel Captiva Investment Advisers’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
2013
Q4 		$3.74M Buy
40,787
+7,894
+24% +$728K 2.31% 13
2013
Q3 		$2.85M Buy
32,893
+7,610
+30% +$683K 2.2% 16
2013
Q2 		$2.17M Buy
+25,283
New +$2.15M 2.11% 18

Other funds holding JNJ

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanibel Captiva Investment Advisers's JNJ Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its Johnson & Johnson (JNJ) stake by 24% in Q4 2013, buying an estimated $728K and bringing the position to 40,787 shares worth $3.74M. The position accounts for 2.31% of the portfolio, ranked #13.

Sanibel Captiva Investment Advisers first reported a position in JNJ in Q2 2013 and has held it in 3 quarters since. 1,967 funds tracked by Wall St. Rank hold JNJ as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 40,787 shares of Johnson & Johnson worth $3.74M as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 7,894 Johnson & Johnson shares in Q4 2013, an estimated $728K.
  • Johnson & Johnson made up 2.31% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #13 holding.
  • Sanibel Captiva Investment Advisers first reported a position in Johnson & Johnson in Q2 2013 and has held it in 3 quarters since.
  • 1,967 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.