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Welch Investments’s Johnson & Johnson JNJ Stock Holding History

Welch Investments’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
2017
Q4 		$5.03M Buy
35,981
+373
+1% +$52K 3.19% 13
2017
Q3 		$4.63M Buy
35,608
+501
+1% +$66.4K 3.19% 15
2017
Q2 		$4.64M Buy
35,107
+1,190
+4% +$152K 3.45% 5
2017
Q1 		$4.22M Buy
33,917
+2,433
+8% +$291K 3.35% 8
2016
Q4 		$3.63M Buy
+31,484
New +$3.64M 3.17% 19

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Welch Investments's JNJ Position: Q4 2017 in Review

Welch Investments increased its Johnson & Johnson (JNJ) stake by 1% in Q4 2017, buying an estimated $52K and bringing the position to 35,981 shares worth $5.03M. The position accounts for 3.19% of the portfolio, ranked #13.

Welch Investments first reported a position in JNJ in Q4 2016 and has held it in 5 quarters since. 2,623 funds tracked by Wall St. Rank hold JNJ as of Q4 2017.

  • Welch Investments held 35,981 shares of Johnson & Johnson worth $5.03M as of Q4 2017.
  • Welch Investments bought 373 Johnson & Johnson shares in Q4 2017, an estimated $52K.
  • Johnson & Johnson made up 3.19% of Welch Investments's portfolio in Q4 2017, its #13 holding.
  • Welch Investments first reported a position in Johnson & Johnson in Q4 2016 and has held it in 5 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.