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Berman Capital Advisors’s TJX Companies TJX Stock Holding History

Berman Capital 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
2021
Q3 		$258K Buy
3,930
+692
+21% +$48.3K 0.04% 224
2021
Q2 		$217K Buy
3,238
+840
+35% +$57.3K 0.03% 220
2021
Q1 		$157K Sell
2,398
-300
-11% -$20.1K 0.03% 220
2020
Q4 		$183K Buy
2,698
+934
+53% +$56.8K 0.04% 178
2020
Q3 		$97K Buy
1,764
+13
+0.7% +$701 0.03% 233
2020
Q2 		$87K Sell
1,751
-910
-34% -$45.7K 0.02% 239
2020
Q1 		$126K Sell
2,661
-201
-7% -$11.6K 0.04% 167
2019
Q4 		$174K Buy
2,862
+46
+2% +$2.72K 0.05% 153
2019
Q3 		$156K Sell
2,816
-13
-0.5% -$708 0.05% 158
2019
Q2 		$149K Buy
2,829
+359
+15% +$19.1K 0.05% 162
2019
Q1 		$131K Sell
2,470
-636
-20% -$31.7K 0.04% 164
2018
Q4 		$138K Buy
+3,106
New +$157K 0.05% 136

Other funds holding TJX

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berman Capital Advisors's TJX Position: Q3 2021 in Review

Berman Capital Advisors increased its TJX Companies (TJX) stake by 21% in Q3 2021, buying an estimated $48.3K and bringing the position to 3,930 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #224.

Berman Capital Advisors first reported a position in TJX in Q4 2018 and has held it in 12 quarters since. 1,592 funds tracked by Wall St. Rank hold TJX as of Q3 2021.

  • Berman Capital Advisors held 3,930 shares of TJX Companies worth $258K as of Q3 2021.
  • Berman Capital Advisors bought 692 TJX Companies shares in Q3 2021, an estimated $48.3K.
  • TJX Companies made up 0.04% of Berman Capital Advisors's portfolio in Q3 2021, its #224 holding.
  • Berman Capital Advisors first reported a position in TJX Companies in Q4 2018 and has held it in 12 quarters since.
  • 1,592 funds tracked by Wall St. Rank held TJX Companies as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.