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Sutton Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$3.37M Sell
21,638
-416
-2% -$68.6K 1.66% 14
2023
Q2 		$3.65M Buy
22,054
+115
+0.5% +$18.6K 1.77% 15
2023
Q1 		$3.4M Sell
21,939
-7,281
-25% -$1.18M 1.82% 15
2022
Q4 		$5.16M Sell
29,220
-252
-0.9% -$43.5K 1.97% 10
2022
Q3 		$4.81M Buy
29,472
+568
+2% +$96.1K 1.96% 10
2022
Q2 		$5.13M Buy
28,904
+202
+0.7% +$36K 2.04% 11
2022
Q1 		$5.09M Buy
28,702
+209
+0.7% +$35.6K 1.75% 12
2021
Q4 		$4.87M Buy
28,493
+429
+2% +$70.2K 1.63% 13
2021
Q3 		$4.53M Sell
28,064
-160
-0.6% -$27.3K 1.67% 11
2021
Q2 		$4.65M Buy
28,224
+66
+0.2% +$10.9K 1.7% 10
2021
Q1 		$4.63M Sell
28,158
-68
-0.2% -$11K 1.82% 10
2020
Q4 		$4.44M Buy
28,226
+140
+0.5% +$20.7K 1.88% 11
2020
Q3 		$4.18M Buy
28,086
+40
+0.1% +$5.92K 2.02% 10
2020
Q2 		$3.94M Buy
28,046
+112
+0.4% +$16.3K 2.06% 10
2020
Q1 		$3.66M Buy
27,934
+53
+0.2% +$7.52K 2.3% 8
2019
Q4 		$4.07M Buy
27,881
+22
+0.1% +$2.98K 2.08% 8
2019
Q3 		$3.6M Buy
27,859
+73
+0.3% +$9.62K 2.01% 10
2019
Q2 		$3.87M Buy
27,786
+12
+0% +$1.66K 2.22% 8
2019
Q1 		$3.88M Buy
27,774
+112
+0.4% +$15K 2.27% 7
2018
Q4 		$3.57M Buy
27,662
+13,796
+99% +$1.92M 2.3% 8
2018
Q3 		$1.92M Buy
13,866
+40
+0.3% +$5.32K 1.26% 11
2018
Q2 		$1.68M Buy
13,826
+176
+1% +$22K 1.17% 12
2018
Q1 		$1.75M Buy
13,650
+435
+3% +$58.8K 1.25% 12
2017
Q4 		$1.85M Hold
13,215
– – 1.35% 12
2017
Q3 		$1.72M Buy
13,215
+36
+0.3% +$4.77K 1.31% 12
2017
Q2 		$1.74M Buy
13,179
+2,849
+28% +$363K 1.38% 12
2017
Q1 		$1.29M Sell
10,330
-80
-0.8% -$9.56K 1.08% 15
2016
Q4 		$1.2M Hold
10,410
– – 1.07% 16
2016
Q3 		$1.23M Buy
10,410
+49
+0.5% +$5.94K 1.12% 14
2016
Q2 		$1.26M Sell
10,361
-135
-1% -$15.3K 1.19% 14
2016
Q1 		$1.14M Buy
+10,496
New +$1.09M 1.08% 14

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sutton Wealth Advisors's JNJ Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Johnson & Johnson (JNJ) stake by 1.9% in Q3 2023, selling an estimated $68.6K and leaving 21,638 shares worth $3.37M. The position accounts for 1.66% of the portfolio, ranked #14.

Sutton Wealth Advisors first reported a position in JNJ in Q1 2016 and has held it in 31 quarters since. The position peaked at $5.16M in Q4 2022. 3,678 funds tracked by Wall St. Rank hold JNJ as of Q3 2023.

  • Sutton Wealth Advisors held 21,638 shares of Johnson & Johnson worth $3.37M as of Q3 2023.
  • Sutton Wealth Advisors sold 416 Johnson & Johnson shares in Q3 2023, an estimated $68.6K.
  • Johnson & Johnson made up 1.66% of Sutton Wealth Advisors's portfolio in Q3 2023, its #14 holding.
  • Sutton Wealth Advisors first reported a position in Johnson & Johnson in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Johnson & Johnson position peaked at $5.16M in Q4 2022.
  • 3,678 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.