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Alera Investment Advisors’s TJX Companies TJX Stock Holding History

Alera Investment Advisors’s Portfolio TJX Stock Details TJX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$299K Buy
2,545
+156
+7% +$17.9K 0.04% 206
2024
Q2 		$263K Buy
+2,389
New +$241K 0.03% 217
2019
Q2 		– Sell
-478
Closed -$25K – 910
2019
Q1 		$25K Sell
478
-389
-45% -$19.4K 0.01% 244
2018
Q4 		$39K Buy
+867
New +$43.8K 0.02% 196

Other funds holding TJX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alera Investment Advisors's TJX Position: Q3 2024 in Review

Alera Investment Advisors increased its TJX Companies (TJX) stake by 6.5% in Q3 2024, buying an estimated $17.9K and bringing the position to 2,545 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #206.

Alera Investment Advisors first reported a position in TJX in Q4 2018 and has held it in 4 quarters since. 2,174 funds tracked by Wall St. Rank hold TJX as of Q3 2024.

  • Alera Investment Advisors held 2,545 shares of TJX Companies worth $299K as of Q3 2024.
  • Alera Investment Advisors bought 156 TJX Companies shares in Q3 2024, an estimated $17.9K.
  • TJX Companies made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #206 holding.
  • Alera Investment Advisors first reported a position in TJX Companies in Q4 2018 and has held it in 4 quarters since.
  • 2,174 funds tracked by Wall St. Rank held TJX Companies as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.