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Sugarloaf Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$941K Buy
6,505
+127
+2% +$19.7K 0.18% 62
2024
Q3 		$1.03M Buy
6,378
+164
+3% +$26.1K 0.2% 57
2024
Q2 		$908K Sell
6,214
-197
-3% -$29.3K 0.18% 59
2024
Q1 		$1.01M Sell
6,411
-165
-3% -$26.3K 0.21% 54
2023
Q4 		$1.03M Buy
6,576
+397
+6% +$60.9K 0.25% 51
2023
Q3 		$962K Buy
6,179
+46
+0.8% +$7.59K 0.24% 54
2023
Q2 		$1.02M Buy
6,133
+15
+0.2% +$2.42K 0.24% 51
2023
Q1 		$948K Buy
6,118
+305
+5% +$49.2K 0.23% 50
2022
Q4 		$1.03M Sell
5,813
-343
-6% -$59.2K 0.26% 46
2022
Q3 		$1.01M Buy
6,156
+266
+5% +$45K 0.26% 49
2022
Q2 		$1.05M Buy
5,890
+120
+2% +$21.4K 0.26% 45
2022
Q1 		$1.02M Sell
5,770
-267
-4% -$45.4K 0.24% 43
2021
Q4 		$1.03M Buy
6,037
+7
+0.1% +$1.15K 0.24% 45
2021
Q3 		$974K Sell
6,030
-170
-3% -$29K 0.26% 45
2021
Q2 		$1.02M Buy
6,200
+103
+2% +$17.1K 0.28% 44
2021
Q1 		$1K Buy
6,097
+7
+0.1% +$1.13K 0.3% 44
2020
Q4 		$958K Buy
6,090
+8
+0.1% +$1.18K 0.32% 44
2020
Q3 		$906K Buy
6,082
+7
+0.1% +$1.04K 0.33% 45
2020
Q2 		$854K Sell
6,075
-482
-7% -$70.2K 0.33% 49
2020
Q1 		$860K Buy
6,557
+158
+2% +$22.4K 0.39% 41
2019
Q4 		$933K Buy
+6,399
New +$868K 0.4% 45

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Sugarloaf Wealth Management's JNJ Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Johnson & Johnson (JNJ) stake by 2% in Q4 2024, buying an estimated $19.7K and bringing the position to 6,505 shares worth $941K. The position accounts for 0.18% of the portfolio, ranked #62.

Sugarloaf Wealth Management first reported a position in JNJ in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.05M in Q2 2022. 4,104 funds tracked by Wall St. Rank hold JNJ as of Q4 2024.

  • Sugarloaf Wealth Management held 6,505 shares of Johnson & Johnson worth $941K as of Q4 2024.
  • Sugarloaf Wealth Management bought 127 Johnson & Johnson shares in Q4 2024, an estimated $19.7K.
  • Johnson & Johnson made up 0.18% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #62 holding.
  • Sugarloaf Wealth Management first reported a position in Johnson & Johnson in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Johnson & Johnson position peaked at $1.05M in Q2 2022.
  • 4,104 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.