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ShoreHaven Wealth Partners’s Johnson & Johnson JNJ Stock Holding History

ShoreHaven Wealth Partners’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 		– Sell
-1,036
Closed -$170K – 156
2021
Q1 		$170K Buy
1,036
+94
+10% +$15.2K 0.09% 60
2020
Q4 		$148K Buy
+942
New +$139K 0.08% 60

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ShoreHaven Wealth Partners's JNJ Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Johnson & Johnson (JNJ) in Q2 2021, closing a stake of 1,036 shares — an estimated $170K sold.

ShoreHaven Wealth Partners first reported a position in JNJ in Q4 2020 and held it in 2 quarters. The position peaked at $170K in Q1 2021. 3,327 funds tracked by Wall St. Rank hold JNJ as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Johnson & Johnson position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 1,036 Johnson & Johnson shares in Q2 2021, an estimated $170K.
  • ShoreHaven Wealth Partners first reported a position in Johnson & Johnson in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Johnson & Johnson position peaked at $170K in Q1 2021.
  • 3,327 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.