Carlson Capital Management’s TJX Companies TJX Stock Holding History

Carlson 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
2024 Q1	–	Sell	-8,148	Closed	-$764K	–	193
2023 Q4	$764K	Buy	8,148 +69	+0.9%	+$6.19K	0.04%	95
2023 Q3	$718K	Hold	8,079	–	–	0.04%	85
2023 Q2	$685K	Buy	8,079 +105	+1%	+$8.28K	0.04%	83
2023 Q1	$625K	Sell	7,974 -39	-0.5%	-$3.07K	0.04%	89
2022 Q4	$638K	Buy	8,013 +111	+1%	+$8.2K	0.05%	85
2022 Q3	$491K	Buy	7,902 +58	+0.7%	+$3.64K	0.04%	94
2022 Q2	$438K	Buy	7,844 +1	+0%	+$61	0.04%	100
2022 Q1	$475K	Sell	7,843 -635	-7%	-$42.5K	0.04%	103
2021 Q4	$644K	Buy	8,478 +253	+3%	+$17.6K	0.06%	84
2021 Q3	$543K	Buy	8,225 +98	+1%	+$6.84K	0.06%	85
2021 Q2	$548K	Hold	8,127	–	–	0.08%	76
2021 Q1	$538K	Sell	8,127 -853	-9%	-$57.1K	0.09%	72
2020 Q4	$631K	Buy	8,980 +156	+2%	+$9.49K	0.12%	62
2020 Q3	$491K	Sell	8,824 -2	-0%	-$108	0.11%	66
2020 Q2	$451K	Sell	8,826 -659	-7%	-$33.1K	0.1%	68
2020 Q1	$437K	Sell	9,485 -2	-0%	-$115	0.11%	65
2019 Q4	$579K	Buy	+9,487	New	+$561K	0.12%	47

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 $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Carlson Capital Management's TJX Position: Q1 2024 in Review

Carlson Capital Management sold out of TJX Companies (TJX) in Q1 2024, closing a stake of 8,148 shares — an estimated $764K sold.

Carlson Capital Management first reported a position in TJX in Q4 2019 and held it in 17 quarters. The position peaked at $764K in Q4 2023. 2,032 funds tracked by Wall St. Rank hold TJX as of Q1 2024.

Carlson Capital Management reported no remaining TJX Companies position as of Q1 2024 after selling out during the quarter.
Carlson Capital Management sold 8,148 TJX Companies shares in Q1 2024, an estimated $764K.
Carlson Capital Management first reported a position in TJX Companies in Q4 2019 and held it in 17 quarters.
Carlson Capital Management's TJX Companies position peaked at $764K in Q4 2023.
2,032 funds tracked by Wall St. Rank held TJX Companies as of Q1 2024.

Based on Carlson Capital Management's 13F filing for Q1 2024, filed 12 Apr 2024.