Swaine & Leidel Wealth Services’s Johnson & Johnson JNJ Stock Holding History

Swaine & Leidel Wealth Services’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
2022 Q1	$4.2M	Buy	+4,196	New	+$714K	3.23%	8
2021 Q3	$4.41M	Buy	+27,300	New	+$4.66M	3.89%	7
2021 Q1	$4.2M	Buy	25,533 +1,043	+4%	+$169K	2.71%	9
2020 Q4	$3.85M	Buy	24,490 +562	+2%	+$82.9K	2.79%	8
2020 Q3	$3.56M	Sell	23,928 -146	-0.6%	-$21.6K	3.47%	5
2020 Q2	$3.39M	Buy	24,074 +908	+4%	+$132K	3.45%	9
2020 Q1	$3.04M	Buy	23,166 +828	+4%	+$117K	3.15%	5
2019 Q4	$3.26M	Buy	+22,338	New	+$3.03M	2.72%	12
2019 Q1	–	Sell	-13,199	Closed	-$1.79M	–	54
2018 Q4	$1.79M	Buy	+13,199	New	+$1.84M	2.84%	7

Other funds holding JNJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swaine & Leidel Wealth Services's JNJ Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Johnson & Johnson (JNJ) in Q1 2022: 4,196 shares worth $4.2M. The stake represents 3.23% of the portfolio and ranks #8 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in JNJ as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in JNJ in Q4 2018 and has held it in 9 quarters since. The position peaked at $4.41M in Q3 2021. 3,676 funds tracked by Wall St. Rank hold JNJ as of Q1 2022.

Swaine & Leidel Wealth Services held 4,196 shares of Johnson & Johnson worth $4.2M as of Q1 2022.
Johnson & Johnson was a new Swaine & Leidel Wealth Services position in Q1 2022.
Johnson & Johnson made up 3.23% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #8 holding.
Swaine & Leidel Wealth Services first reported a position in Johnson & Johnson in Q4 2018 and has held it in 9 quarters since.
Swaine & Leidel Wealth Services's Johnson & Johnson position peaked at $4.41M in Q3 2021.
3,676 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.