BTR Capital Management’s TJX Companies TJX Stock Holding History

BTR Capital 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
2022 Q3	$214K	Buy	+3,450	New	+$217K	0.03%	155
2022 Q2	–	Sell	-3,400	Closed	-$206K	–	168
2022 Q1	$206K	Hold	3,400	–	–	0.03%	165
2021 Q4	$258K	Hold	3,400	–	–	0.03%	151
2021 Q3	$224K	Sell	3,400 -60	-2%	-$4.19K	0.03%	156
2021 Q2	$233K	Hold	3,460	–	–	0.03%	159
2021 Q1	$229K	Hold	3,460	–	–	0.03%	156
2020 Q4	$236K	Buy	+3,460	New	+$210K	0.04%	154
2018 Q1	–	Sell	-14,000	Closed	-$535K	–	148
2017 Q4	$535K	Hold	14,000	–	–	0.1%	97
2017 Q3	$516K	Buy	14,000 +400	+3%	+$14.2K	0.11%	99
2017 Q2	$491K	Sell	13,600 -400	-3%	-$15.1K	0.1%	104
2017 Q1	$554K	Sell	14,000 -6,800	-33%	-$262K	0.12%	99
2016 Q4	$778K	Hold	20,800	–	–	0.17%	82
2016 Q3	$778K	Hold	20,800	–	–	0.17%	82
2016 Q2	$803K	Hold	20,800	–	–	0.18%	87
2016 Q1	$815K	Buy	20,800 +800	+4%	+$29K	0.19%	88
2015 Q4	$709K	Hold	20,000	–	–	0.16%	103
2015 Q3	$714K	Buy	+20,000	New	+$701K	0.17%	99

Other funds holding TJX

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

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

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

BTR Capital Management's TJX Position: Q3 2022 in Review

BTR Capital Management opened a new position in TJX Companies (TJX) in Q3 2022: 3,450 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #155 among its holdings. This is a return to the name: BTR Capital Management previously reported a position in TJX as recently as Q1 2022.

BTR Capital Management first reported a position in TJX in Q3 2015 and has held it in 17 quarters since. The position peaked at $815K in Q1 2016. 1,594 funds tracked by Wall St. Rank hold TJX as of Q3 2022.

BTR Capital Management held 3,450 shares of TJX Companies worth $214K as of Q3 2022.
TJX Companies was a new BTR Capital Management position in Q3 2022.
TJX Companies made up 0.03% of BTR Capital Management's portfolio in Q3 2022, its #155 holding.
BTR Capital Management first reported a position in TJX Companies in Q3 2015 and has held it in 17 quarters since.
BTR Capital Management's TJX Companies position peaked at $815K in Q1 2016.
1,594 funds tracked by Wall St. Rank held TJX Companies as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.