VSWA
JNJ icon

Vontobel Swiss Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Vontobel Swiss 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
2020
Q3 		– Sell
-5,955
Closed -$837K – 74
2020
Q2 		$837K Sell
5,955
-4,665
-44% -$680K 0.55% 40
2020
Q1 		$1.39M Sell
10,620
-2,652
-20% -$376K 1.06% 31
2019
Q4 		$1.94M Sell
13,272
-7,360
-36% -$998K 1.27% 28
2019
Q3 		$2.67M Sell
20,632
-2,550
-11% -$336K 1.72% 24
2019
Q2 		$3.23M Buy
+23,182
New +$3.21M 1.73% 23
2018
Q2 		– Sell
-14,970
Closed -$1.92M – 89
2018
Q1 		$1.92M Sell
14,970
-558
-4% -$75.4K 1.01% 30
2017
Q4 		$2.17M Sell
15,528
-370
-2% -$51.5K 1.28% 23
2017
Q3 		$2.07M Buy
15,898
+953
+6% +$126K 1.26% 25
2017
Q2 		$1.98M Buy
14,945
+392
+3% +$50K 1.26% 25
2017
Q1 		$1.81M Buy
14,553
+2,066
+17% +$247K 0.98% 35
2016
Q4 		$1.44M Buy
12,487
+9,637
+338% +$1.11M 0.88% 41
2016
Q3 		$337K Sell
2,850
-11
-0.4% -$1.33K 0.18% 53
2016
Q2 		$312K Buy
2,861
+84
+3% +$9.54K 0.19% 56
2016
Q1 		$300K Buy
2,777
+400
+17% +$41.4K 0.16% 55
2015
Q4 		$244K Buy
+2,377
New +$239K 0.14% 51

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's JNJ Position: Q3 2020 in Review

Vontobel Swiss Wealth Advisors sold out of Johnson & Johnson (JNJ) in Q3 2020, closing a stake of 5,955 shares — an estimated $837K sold.

Vontobel Swiss Wealth Advisors first reported a position in JNJ in Q4 2015 and held it in 15 quarters. The position peaked at $3.23M in Q2 2019. 2,984 funds tracked by Wall St. Rank hold JNJ as of Q3 2020.

  • Vontobel Swiss Wealth Advisors reported no remaining Johnson & Johnson position as of Q3 2020 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 5,955 Johnson & Johnson shares in Q3 2020, an estimated $837K.
  • Vontobel Swiss Wealth Advisors first reported a position in Johnson & Johnson in Q4 2015 and held it in 15 quarters.
  • Vontobel Swiss Wealth Advisors's Johnson & Johnson position peaked at $3.23M in Q2 2019.
  • 2,984 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.