Andesa Financial Management’s TJX Companies TJX Stock Holding History

Andesa Financial Management’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
2023 Q1	$320K	Buy	8,414 +4,118	+96%	+$324K	0.16%	94
2022 Q4	$342K	Sell	4,296 -2,909	-40%	-$215K	0.19%	104
2022 Q3	$447K	Buy	7,205 +3,090	+75%	+$194K	0.16%	98
2022 Q2	$230K	Buy	4,115 +570	+16%	+$34.5K	0.15%	126
2022 Q1	$215K	Buy	3,545 +62	+2%	+$4.15K	0.12%	142
2021 Q4	$264K	Buy	+3,483	New	+$242K	0.13%	131
2021 Q3	–	Sell	-5,189	Closed	-$348K	–	153
2021 Q2	$348K	Buy	5,189 +684	+15%	+$46.6K	0.1%	121
2021 Q1	$298K	Buy	+4,505	New	+$302K	0.1%	120
2020 Q4	–	Sell	-8,264	Closed	-$460K	–	132
2020 Q3	$460K	Buy	8,264 +4,164	+102%	+$224K	0.19%	91
2020 Q2	$208K	Buy	+4,100	New	+$206K	0.19%	112

Other funds holding TJX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Andesa Financial Management's TJX Position: Q1 2023 in Review

Andesa Financial Management increased its TJX Companies (TJX) stake by 96% in Q1 2023, buying an estimated $324K and bringing the position to 8,414 shares worth $320K. The position accounts for 0.16% of the portfolio, ranked #94.

Andesa Financial Management first reported a position in TJX in Q2 2020 and has held it in 10 quarters since. The position peaked at $460K in Q3 2020. 1,769 funds tracked by Wall St. Rank hold TJX as of Q1 2023.

Andesa Financial Management held 8,414 shares of TJX Companies worth $320K as of Q1 2023.
Andesa Financial Management bought 4,118 TJX Companies shares in Q1 2023, an estimated $324K.
TJX Companies made up 0.16% of Andesa Financial Management's portfolio in Q1 2023, its #94 holding.
Andesa Financial Management first reported a position in TJX Companies in Q2 2020 and has held it in 10 quarters since.
Andesa Financial Management's TJX Companies position peaked at $460K in Q3 2020.
1,769 funds tracked by Wall St. Rank held TJX Companies as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.