WealthStone’s Johnson & Johnson JNJ Stock Holding History

WealthStone’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
2021 Q1	$2.54M	Buy	15,488 +1,161	+8%	+$188K	0.89%	14
2020 Q4	$2.25M	Buy	14,327 +193	+1%	+$28.5K	0.8%	17
2020 Q3	$2.1M	Buy	14,134 +3,947	+39%	+$584K	0.96%	15
2020 Q2	$1.43M	Buy	+10,187	New	+$1.48M	0.68%	17
2020 Q1	–	Sell	-1,458	Closed	-$210K	–	35
2019 Q4	$210K	Buy	+1,458	New	+$198K	0.12%	34
2019 Q3	–	Sell	-14,038	Closed	-$1.96M	–	331
2019 Q2	$1.96M	Buy	+14,038	New	+$1.94M	0.88%	20

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WealthStone's JNJ Position: Q1 2021 in Review

WealthStone increased its Johnson & Johnson (JNJ) stake by 8.1% in Q1 2021, buying an estimated $188K and bringing the position to 15,488 shares worth $2.54M. The position accounts for 0.89% of the portfolio, ranked #14.

WealthStone first reported a position in JNJ in Q2 2019 and has held it in 6 quarters since. 3,316 funds tracked by Wall St. Rank hold JNJ as of Q1 2021.

WealthStone held 15,488 shares of Johnson & Johnson worth $2.54M as of Q1 2021.
WealthStone bought 1,161 Johnson & Johnson shares in Q1 2021, an estimated $188K.
Johnson & Johnson made up 0.89% of WealthStone's portfolio in Q1 2021, its #14 holding.
WealthStone first reported a position in Johnson & Johnson in Q2 2019 and has held it in 6 quarters since.
3,316 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.