SPIS
JNJ icon

Steward Partners Investment Solutions’s Johnson & Johnson JNJ Stock Holding History

Steward Partners Investment Solutions’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 		$6.39M Buy
40,408
+25,360
+169% +$4.04M 1.08% 21
2023
Q4 		$2.36M Buy
+15,048
New +$2.31M 0.98% 21

Other funds holding JNJ

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Steward Partners Investment Solutions's JNJ Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Johnson & Johnson (JNJ) stake by 169% in Q1 2024, buying an estimated $4.04M and bringing the position to 40,408 shares worth $6.39M. The position accounts for 1.08% of the portfolio, ranked #21.

Steward Partners Investment Solutions first reported a position in JNJ in Q4 2023 and has held it in 2 quarters since. 3,849 funds tracked by Wall St. Rank hold JNJ as of Q1 2024.

  • Steward Partners Investment Solutions held 40,408 shares of Johnson & Johnson worth $6.39M as of Q1 2024.
  • Steward Partners Investment Solutions bought 25,360 Johnson & Johnson shares in Q1 2024, an estimated $4.04M.
  • Johnson & Johnson made up 1.08% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #21 holding.
  • Steward Partners Investment Solutions first reported a position in Johnson & Johnson in Q4 2023 and has held it in 2 quarters since.
  • 3,849 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.