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Wunderlich Capital Managemnt’s Johnson & Johnson JNJ Stock Holding History

Wunderlich Capital Managemnt’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
Q2 		– Sell
-5,850
Closed -$925K – 112
2024
Q1 		$925K Sell
5,850
-367
-6% -$58.4K 0.42% 65
2023
Q4 		$974K Sell
6,217
-5,235
-46% -$803K 0.44% 62
2023
Q3 		$1.78M Sell
11,452
-53
-0.5% -$8.74K 0.88% 49
2023
Q2 		$1.9M Buy
11,505
+195
+2% +$31.5K 0.94% 48
2023
Q1 		$1.75M Buy
11,310
+222
+2% +$35.8K 0.91% 52
2022
Q4 		$1.96M Buy
11,088
+97
+0.9% +$16.7K 1.09% 46
2022
Q3 		$1.79M Buy
10,991
+319
+3% +$54K 1.15% 43
2022
Q2 		$1.89M Sell
10,672
-275
-3% -$49K 1.1% 48
2022
Q1 		$1.94M Sell
10,947
-112
-1% -$19.1K 0.92% 57
2021
Q4 		$1.89M Buy
11,059
+315
+3% +$51.6K 0.84% 59
2021
Q3 		$1.74M Buy
10,744
+446
+4% +$76.1K 0.84% 62
2021
Q2 		$1.7M Buy
10,298
+85
+0.8% +$14.1K 0.86% 60
2021
Q1 		$1.68M Buy
10,213
+3,900
+62% +$631K 0.92% 58
2020
Q4 		$994K Buy
6,313
+89
+1% +$13.1K 0.55% 69
2020
Q3 		$927K Buy
6,224
+361
+6% +$53.4K 0.57% 68
2020
Q2 		$825K Buy
5,863
+104
+2% +$15.2K 0.58% 62
2020
Q1 		$755K Buy
5,759
+22
+0.4% +$3.12K 0.62% 61
2019
Q4 		$837K Buy
5,737
+49
+0.9% +$6.65K 0.53% 70
2019
Q3 		$736K Hold
5,688
– – 0.51% 68
2019
Q2 		$792K Buy
+5,688
New +$787K 0.53% 71

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wunderlich Capital Managemnt's JNJ Position: Q2 2024 in Review

Wunderlich Capital Managemnt sold out of Johnson & Johnson (JNJ) in Q2 2024, closing a stake of 5,850 shares — an estimated $925K sold.

Wunderlich Capital Managemnt first reported a position in JNJ in Q2 2019 and held it in 20 quarters. The position peaked at $1.96M in Q4 2022. 3,802 funds tracked by Wall St. Rank hold JNJ as of Q2 2024.

  • Wunderlich Capital Managemnt reported no remaining Johnson & Johnson position as of Q2 2024 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 5,850 Johnson & Johnson shares in Q2 2024, an estimated $925K.
  • Wunderlich Capital Managemnt first reported a position in Johnson & Johnson in Q2 2019 and held it in 20 quarters.
  • Wunderlich Capital Managemnt's Johnson & Johnson position peaked at $1.96M in Q4 2022.
  • 3,802 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.