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YorkBridge Wealth Partners’s Johnson & Johnson JNJ Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$8.86M Sell
50,136
-998
-2% -$172K 2.25% 7
2022
Q3 		$8.35M Buy
51,134
+2,202
+5% +$373K 2.15% 9
2022
Q2 		$8.69M Sell
48,932
-41
-0.1% -$7.3K 2.27% 7
2022
Q1 		$8.68M Buy
48,973
+24
+0% +$4.08K 1.9% 8
2021
Q4 		$8.37M Buy
48,949
+57
+0.1% +$9.33K 1.88% 9
2021
Q3 		$7.9M Buy
48,892
+551
+1% +$94K 1.99% 8
2021
Q2 		$7.96M Buy
48,341
+379
+0.8% +$62.7K 2.08% 7
2021
Q1 		$7.88M Buy
47,962
+1,211
+3% +$196K 2.33% 7
2020
Q4 		$7.36M Sell
46,751
-21
-0% -$3.1K 2.46% 7
2020
Q3 		$6.96M Buy
46,772
+16,288
+53% +$2.41M 2.92% 5
2020
Q2 		$4.29M Sell
30,484
-620
-2% -$90.4K 1.96% 9
2020
Q1 		$4.08M Sell
31,104
-347
-1% -$49.2K 2.51% 5
2019
Q4 		$4.59M Buy
31,451
+122
+0.4% +$16.5K 2.1% 7
2019
Q3 		$4.05M Buy
31,329
+1,192
+4% +$157K 2.04% 8
2019
Q2 		$4.2M Buy
30,137
+1,163
+4% +$161K 1.86% 6
2019
Q1 		$4.05M Sell
28,974
-563
-2% -$75.4K 1.87% 7
2018
Q4 		$3.81M Sell
29,537
-520
-2% -$72.5K 2.02% 6
2018
Q3 		$4.2M Sell
30,057
-1,310
-4% -$174K 1.92% 7
2018
Q2 		$3.81M Buy
31,367
+852
+3% +$106K 1.67% 11
2018
Q1 		$3.98M Buy
30,515
+387
+1% +$52.3K 1.83% 6
2017
Q4 		$3.93M Sell
30,128
-2,838
-9% -$395K 1.9% 5
2017
Q3 		$4.29M Buy
32,966
+936
+3% +$124K 2.22% 4
2017
Q2 		$4.26M Buy
32,030
+467
+1% +$59.6K 2.26% 4
2017
Q1 		$3.9M Buy
31,563
+3,040
+11% +$363K 2.04% 5
2016
Q4 		$3.25M Buy
+28,523
New +$3.29M 1.92% 5

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

YorkBridge Wealth Partners's JNJ Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Johnson & Johnson (JNJ) stake by 2% in Q4 2022, selling an estimated $172K and leaving 50,136 shares worth $8.86M. The position accounts for 2.25% of the portfolio, ranked #7.

YorkBridge Wealth Partners first reported a position in JNJ in Q4 2016 and has held it in 25 quarters since. 3,788 funds tracked by Wall St. Rank hold JNJ as of Q4 2022.

  • YorkBridge Wealth Partners held 50,136 shares of Johnson & Johnson worth $8.86M as of Q4 2022.
  • YorkBridge Wealth Partners sold 998 Johnson & Johnson shares in Q4 2022, an estimated $172K.
  • Johnson & Johnson made up 2.25% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #7 holding.
  • YorkBridge Wealth Partners first reported a position in Johnson & Johnson in Q4 2016 and has held it in 25 quarters since.
  • 3,788 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.