Ownership history in V-Square Quantitative Management LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which V-Square Quantitative Management 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 V-Square Quantitative Management LLC underperformed the S&P 500 by β5.1% annually on this JNJ position. Timing score: 64% (7/11 decisions correct). Average cost basis: $149.34. Maximum drawdown during holding period: β10.0%.
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.
7 of 11 add/trim decisions correct
Best entry: $139.58 (2024 Q4) Β· Worst: $183.28 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 3 trims. Bought during 3 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π V-Square Quantitative Management LLC has been actively increasing its JNJ allocation β a bullish signal from insiders.
Currently 1.16% 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