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CIK: 0000315157
Total reported value
$81.0M
$81.0M
2 檔
1629.5%
The Q4 2024 SEC filing reveals that Robert Wood Johnson Foundation held a total portfolio value of $81.0M, covering 2 public equity positions.
In Q4 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 | 95.17% | — | -11.89% | |
| 2 | OBDC | Blue Owl Capital CORP | Stock-Financials | 4.83% | +19.21% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OBDC | Blue Owl Capital CORP | +1.1% | — | Unchanged |
| 2 | JNJ | Johnson & Johnson | -1.1% | -11.89% | Trim |
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 Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including JNJ, OBDC) accounted for 1629.5% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
JNJ
前期市值: $1.6B
During Q4 2024, Robert Wood Johnson Foundation's top holdings by market value included JNJ (95.2%)、OBDC (4.8%). The largest single position, JNJ, represented 95.2% of total portfolio value.
In Q4 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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