Ownership history in Exeter Financial, LLC Β· 31 quarters on record
This page tracks every 13F SEC filing in which Exeter Financial, LLC reported a position in JOHNSON & JOHNSON (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 Exeter Financial, LLC underperformed the S&P 500 by β5.3% annually on this JNJ position. Timing score: 45% (13/29 decisions correct). Average cost basis: $153.08. Maximum drawdown during holding period: β13.4%.
β Significantly underperformed the S&P 500 by 5.3% ann.
29 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
13 of 29 add/trim decisions correct
Best entry: $105.45 (2018 Q4) Β· Worst: $205.86 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
17 adds Β· 14 trims. Bought during 4 of 10 down-price quarters. π More buys than sells across the holding period.
π Exeter Financial, LLC has been actively increasing its JNJ allocation β a bullish signal from insiders.
Currently 2.47% 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