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.
π Broderick Brian C underperformed the S&P 500 by β1.9% annually on this JNJ position. Timing score: 52% (42/80 decisions correct). Average cost basis: $55.53. Maximum drawdown during holding period: β22.8%.
β οΈ Trailed SPY by 1.9% ann. on this position.
80 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
42 of 80 add/trim decisions correct
Best entry: $31.90 (2009 Q1) Β· Worst: $160.40 (2022 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
40 adds Β· 41 trims. Bought during 16 of 30 down-price quarters. π Predominantly trimming β distribution phase.
π Broderick Brian C has been actively increasing its JNJ allocation β a bullish signal from insiders.
Currently 2.74% of portfolio
β 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.
As of 2025 Q4 β sorted by position size