Ownership history in Utah Retirement Systems Β· 54 quarters on record
This page tracks every 13F SEC filing in which Utah Retirement Systems reported a position in JOHNSON + JOHNSON COM (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 Utah Retirement Systems underperformed the S&P 500 by β5.1% annually on this JNJ position. Timing score: 57% (29/51 decisions correct). Average cost basis: $64.84. Maximum drawdown during holding period: β13.4%.
β Significantly underperformed the S&P 500 by 5.1% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
29 of 51 add/trim decisions correct
Best entry: $56.84 (2013 Q1) Β· Worst: $205.86 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
29 adds Β· 24 trims. Bought during 9 of 19 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.78% 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