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Appleton Group’s TJX Companies TJX Stock Holding History

Appleton Group’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
Q3 		$356K Hold
4,007
– – 1.24% 15
2023
Q2 		$340K Buy
+4,007
New +$316K 0.47% 17
2023
Q1 		– Sell
-4,800
Closed -$382K – 48
2022
Q4 		$382K Buy
+4,800
New +$354K 0.56% 18
2022
Q1 		– Sell
-5,807
Closed -$441K – 59
2021
Q4 		$441K Buy
5,807
+37
+0.6% +$2.57K 0.44% 24
2021
Q3 		$381K Buy
+5,770
New +$403K 0.33% 26

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Appleton Group's TJX Position: Q3 2023 in Review

Appleton Group held its TJX Companies (TJX) position steady in Q3 2023 at 4,007 shares worth $356K. The position accounts for 1.24% of the portfolio, ranked #15.

Appleton Group first reported a position in TJX in Q3 2021 and has held it in 5 quarters since. The position peaked at $441K in Q4 2021. 1,834 funds tracked by Wall St. Rank hold TJX as of Q3 2023.

  • Appleton Group held 4,007 shares of TJX Companies worth $356K as of Q3 2023.
  • Appleton Group left its TJX Companies share count unchanged in Q3 2023.
  • TJX Companies made up 1.24% of Appleton Group's portfolio in Q3 2023, its #15 holding.
  • Appleton Group first reported a position in TJX Companies in Q3 2021 and has held it in 5 quarters since.
  • Appleton Group's TJX Companies position peaked at $441K in Q4 2021.
  • 1,834 funds tracked by Wall St. Rank held TJX Companies as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.