LK Balanced Fund JNJ Holdings History
Number of Shares
4,500.00
Current Holdings Value*
$746,280.00
% of Portfolio
3.67%
Total Estimate Gain
$134,525.00
% of Total Estimate Gain
17.24%
LK Balanced Fund's Johnson & Johnson Holding Summary
As of 2025-03-31, Managed Portfolio Series held 4,500.00 shares of Johnson & Johnson(JNJ), totaling $746,280.00. This investment constitutes 3.67% of their stock portfolio, and Managed Portfolio Series now holds 0% of the outstanding Johnson & Johnson(JNJ) stock.
The initial trade took place in 2020Q1. In addition, there have been 1 sales at an average price of $178.16 for 1,000.00 shares. Based on historical transaction data and JNJ's current price of $163.70, LK Balanced Fund's estimated gain on his JNJ holdings is $134,525.00, reflecting a 17.24% gain to date.
LK Balanced Fund JNJ ($163.70) Holding Chart
LK Balanced Fund JNJ ($163.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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