SWS Partners’s Johnson & Johnson JNJ Stock Holding History

SWS 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
2024 Q3	–	Sell	-180	Closed	-$26.4K	–	205
2024 Q2	$26.4K	Buy	+180	New	+$26.8K	0.01%	190
2022 Q2	–	Sell	-119	Closed	-$21K	–	97
2022 Q1	$21K	Buy	+119	New	+$20.2K	0.01%	96
2018 Q4	$1.5M	Sell	11,583 -4,225	-27%	-$589K	1.13%	39
2018 Q3	$2.68M	Buy	15,808 +1,045	+7%	+$139K	1.7%	15
2018 Q2	$1.79M	Buy	14,763 +2,979	+25%	+$372K	1.26%	38
2018 Q1	$1.47M	Buy	11,784 +263	+2%	+$35.5K	1.08%	42
2017 Q4	$1.61M	Buy	+11,521	New	+$1.6M	1.21%	34

Other funds holding JNJ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SWS Partners's JNJ Position: Q3 2024 in Review

SWS Partners sold out of Johnson & Johnson (JNJ) in Q3 2024, closing a stake of 180 shares — an estimated $26.4K sold.

SWS Partners first reported a position in JNJ in Q4 2017 and held it in 7 quarters. The position peaked at $2.68M in Q3 2018. 3,882 funds tracked by Wall St. Rank hold JNJ as of Q3 2024.

SWS Partners reported no remaining Johnson & Johnson position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 180 Johnson & Johnson shares in Q3 2024, an estimated $26.4K.
SWS Partners first reported a position in Johnson & Johnson in Q4 2017 and held it in 7 quarters.
SWS Partners's Johnson & Johnson position peaked at $2.68M in Q3 2018.
3,882 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.