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Traverso Chambers Private Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Traverso Chambers Private 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
2023
Q4 		$1.5M Sell
9,545
-117
-1% -$17.9K 0.36% 41
2023
Q3 		$1.5M Buy
9,662
+198
+2% +$32.7K 0.4% 36
2023
Q2 		$1.57M Buy
9,464
+138
+1% +$22.3K 0.41% 35
2023
Q1 		$1.45M Buy
9,326
+227
+2% +$36.7K 0.4% 36
2022
Q4 		$1.61M Sell
9,099
-81
-0.9% -$14K 0.46% 33
2022
Q3 		$1.5M Buy
9,180
+138
+2% +$23.4K 0.46% 34
2022
Q2 		$1.6M Sell
9,042
-3,169
-26% -$565K 0.54% 28
2022
Q1 		$2.16M Buy
12,211
+67
+0.6% +$11.4K 0.65% 27
2021
Q4 		$2.08M Buy
12,144
+201
+2% +$32.9K 0.62% 26
2021
Q3 		$1.93M Sell
11,943
-50
-0.4% -$8.53K 0.6% 26
2021
Q2 		$1.98M Buy
11,993
+195
+2% +$32.3K 0.62% 26
2021
Q1 		$1.94M Buy
11,798
+308
+3% +$49.8K 0.65% 24
2020
Q4 		$1.81M Sell
11,490
-98
-0.8% -$14.5K 0.65% 24
2020
Q3 		$1.73M Buy
11,588
+48
+0.4% +$7.1K 0.67% 24
2020
Q2 		$1.62M Buy
11,540
+240
+2% +$35K 0.68% 22
2020
Q1 		$1.48M Buy
11,300
+273
+2% +$38.7K 0.7% 22
2019
Q4 		$1.61M Sell
11,027
-329
-3% -$44.6K 0.68% 25
2019
Q3 		$1.47M Buy
11,356
+33
+0.3% +$4.35K 0.7% 22
2019
Q2 		$1.59M Hold
11,323
– – 0.77% 22
2019
Q1 		$1.58M Buy
11,323
+3,165
+39% +$424K 0.78% 22
2018
Q4 		$1.05M Buy
+8,158
New +$1.14M 0.57% 28

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Traverso Chambers Private Wealth Management's JNJ Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its Johnson & Johnson (JNJ) stake by 1.2% in Q4 2023, selling an estimated $17.9K and leaving 9,545 shares worth $1.5M. The position accounts for 0.36% of the portfolio, ranked #41.

Traverso Chambers Private Wealth Management first reported a position in JNJ in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.16M in Q1 2022. 3,868 funds tracked by Wall St. Rank hold JNJ as of Q4 2023.

  • Traverso Chambers Private Wealth Management held 9,545 shares of Johnson & Johnson worth $1.5M as of Q4 2023.
  • Traverso Chambers Private Wealth Management sold 117 Johnson & Johnson shares in Q4 2023, an estimated $17.9K.
  • Johnson & Johnson made up 0.36% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #41 holding.
  • Traverso Chambers Private Wealth Management first reported a position in Johnson & Johnson in Q4 2018 and has held it in 21 quarters since.
  • Traverso Chambers Private Wealth Management's Johnson & Johnson position peaked at $2.16M in Q1 2022.
  • 3,868 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.