JNJ β€” JOHNSON & JOHNSON COMMON STOCK

Ownership history in Broderick Brian C  Β·  81 quarters on record

This page tracks every 13F SEC filing in which Broderick Brian C reported a position in JOHNSON & JOHNSON COMMON STOCK (JNJ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
8.43% (2009 Q1)
πŸ“Š Avg. % of fund
4.47%
πŸ“… First filed
2004 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
81

Position Intelligence

Broderick Brian C Γ— JNJ AI Analytics

πŸ“‰ Broderick Brian C underperformed the S&P 500 by –1.9% annually on this JNJ position. Timing score: 52% (42/80 decisions correct). Average cost basis: $55.53. Maximum drawdown during holding period: –22.8%.

πŸ“ˆ Position Alpha vs SPY
-1.9%
annualised excess return

⚠️ Trailed SPY by 1.9% ann. on this position.
80 quarters analyzed

⏱️ Timing Score
52%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
42 of 80 add/trim decisions correct

πŸ’° Entry Quality
$55.53
+270.7% vs current ($205.86)

Best entry: $31.90 (2009 Q1)  Β·  Worst: $160.40 (2022 Q4)

πŸ›‘οΈ Drawdown Resilience
–22.8%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
49%
buy-side decisions

40 adds Β· 41 trims. Bought during 16 of 30 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Broderick Brian C has been actively increasing its JNJ allocation β€” a bullish signal from insiders.
Currently 2.74% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    JNJ price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 70,140 -140 -0.2% 2.74% $14.5M $205.86
2025 Q3 REDUCED 70,280 -1,834 -2.5% 2.48% $13.0M $183.28
2025 Q2 REDUCED 72,114 -4,833 -6.3% 2.18% $11.0M $149.88
2025 Q1 REDUCED 76,947 -1,359 -1.7% 2.60% $12.8M $161.34
2024 Q4 REDUCED 78,306 -1,762 -2.2% 2.22% $11.3M $139.58
2024 Q3 REDUCED 80,068 -889 -1.1% 2.54% $13.0M $155.17
2024 Q2 ADDED 80,957 +1,649 +2.1% 2.42% $11.8M $138.89
2024 Q1 ADDED 79,308 +3,233 +4.2% 2.68% $12.5M $149.12
2023 Q4 ADDED 76,075 +3,843 +5.3% 2.98% $11.9M $146.64
2023 Q3 ADDED 72,232 +1,293 +1.8% 3.10% $11.3M $144.55
71 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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