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CIK: 0000315157
Total reported value
$81.0M
$81.0M
2 檔
2048.2%
As reported in its official Q3 2024 Form 13F filing, Robert Wood Johnson Foundation's tracked investment portfolio stood at $81.0M with 2 total positions.
In Q3 2024, Robert Wood Johnson Foundation adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | Stock-Healthcare | 96.30% | — | -4.91% | |
| 2 | OBDC | Blue Owl Capital CORP | Stock-Financials | 3.70% | +19.21% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.4% | -4.91% | Trim |
| 2 | OBDC | Blue Owl Capital CORP | -0.4% | — | Unchanged |
According to official SEC Form 13F filings, Robert Wood Johnson Foundation reported a total U.S. public equity portfolio value of $81.0M across 2 disclosed positions in Q3 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JNJ, OBDC) accounted for 2048.2% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
JNJ
前期市值: $1.5B
During Q3 2024, Robert Wood Johnson Foundation's top holdings by market value included JNJ (96.3%)、OBDC (3.7%). The largest single position, JNJ, represented 96.3% of total portfolio value.
In Q3 2024, Robert Wood Johnson Foundation made 1 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 1 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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