Avalon Investment & Advisory’s TJX Companies TJX Stock Holding History

Avalon Investment & Advisory’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	$11M	Buy	+140,845	New	+$11.1M	0.3%	100
2019 Q3	–	Sell	-4,180	Closed	-$221K	–	327
2019 Q2	$221K	Buy	+4,180	New	+$222K	﹤0.01%	301
2019 Q1	–	Sell	-225,880	Closed	-$10.1M	–	356
2018 Q4	$10.1M	Buy	+225,880	New	+$11.4M	0.26%	124
2017 Q1	–	Sell	-202,020	Closed	-$7.59M	–	379
2016 Q4	$7.59M	Sell	202,020 -4,628	-2%	-$175K	0.27%	108
2016 Q3	$7.73M	Buy	+206,648	New	+$8.09M	0.29%	106
2014 Q1	–	Sell	-283,640	Closed	-$9.04M	–	188
2013 Q4	$9.04M	Buy	283,640 +5,970	+2%	+$181K	0.51%	86
2013 Q3	$7.83M	Sell	277,670 -26,196	-9%	-$697K	0.51%	85
2013 Q2	$7.61M	Buy	+303,866	New	+$7.5M	0.45%	96

Other funds holding TJX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avalon Investment & Advisory's TJX Position: Q1 2023 in Review

Avalon Investment & Advisory opened a new position in TJX Companies (TJX) in Q1 2023: 140,845 shares worth $11M. The stake represents 0.3% of the portfolio and ranks #100 among its holdings. This is a return to the name: Avalon Investment & Advisory previously reported a position in TJX as recently as Q2 2019.

Avalon Investment & Advisory first reported a position in TJX in Q2 2013 and has held it in 8 quarters since. 1,770 funds tracked by Wall St. Rank hold TJX as of Q1 2023.

Avalon Investment & Advisory held 140,845 shares of TJX Companies worth $11M as of Q1 2023.
TJX Companies was a new Avalon Investment & Advisory position in Q1 2023.
TJX Companies made up 0.3% of Avalon Investment & Advisory's portfolio in Q1 2023, its #100 holding.
Avalon Investment & Advisory first reported a position in TJX Companies in Q2 2013 and has held it in 8 quarters since.
1,770 funds tracked by Wall St. Rank held TJX Companies as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.