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Eagle Ridge Investment Management’s TJX Companies TJX Stock Holding History

Eagle Ridge Investment 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
Q4 		$521K Sell
4,313
-2,246
-34% -$268K 0.05% 97
2024
Q3 		$771K Sell
6,559
-106,208
-94% -$12.2M 0.07% 81
2024
Q2 		$12.4M Sell
112,767
-1,566
-1% -$158K 1.15% 36
2024
Q1 		$11.6M Sell
114,333
-3,064
-3% -$297K 1.07% 41
2023
Q4 		$11M Sell
117,397
-1,546
-1% -$139K 1.08% 41
2023
Q3 		$10.6M Sell
118,943
-33,252
-22% -$2.93M 1.15% 35
2023
Q2 		$12.9M Sell
152,195
-281
-0.2% -$22.2K 1.35% 25
2023
Q1 		$11.9M Sell
152,476
-454
-0.3% -$35.7K 1.34% 28
2022
Q4 		$12.2M Sell
152,930
-1,874
-1% -$138K 1.42% 24
2022
Q3 		$9.62M Buy
154,804
+391
+0.3% +$24.6K 1.21% 38
2022
Q2 		$8.62M Buy
154,413
+2,668
+2% +$161K 1.04% 44
2022
Q1 		$9.19M Buy
151,745
+242
+0.2% +$16.2K 0.98% 45
2021
Q4 		$11.5M Sell
151,503
-8,431
-5% -$585K 1.2% 34
2021
Q3 		$10.6M Buy
159,934
+2,557
+2% +$179K 1.17% 40
2021
Q2 		$10.6M Sell
157,377
-2,784
-2% -$190K 1.23% 38
2021
Q1 		$10.6M Sell
160,161
-15,467
-9% -$1.04M 1.28% 33
2020
Q4 		$12M Sell
175,628
-4,930
-3% -$300K 1.52% 24
2020
Q3 		$10M Buy
180,558
+9
+0% +$485 1.41% 24
2020
Q2 		$9.13M Buy
180,549
+175,059
+3,189% +$8.79M 1.38% 22
2020
Q1 		$262K Hold
5,490
– – 0.05% 106
2019
Q4 		$335K Hold
5,490
– – 0.04% 118
2019
Q3 		$306K Hold
5,490
– – 0.04% 122
2019
Q2 		$290K Hold
5,490
– – 0.04% 130
2019
Q1 		$292K Hold
5,490
– – 0.04% 132
2018
Q4 		$246K Hold
5,490
– – 0.04% 137
2018
Q3 		$307K Hold
5,490
– – 0.04% 134
2018
Q2 		$261K Buy
5,490
+212
+4% +$9.31K 0.04% 147
2018
Q1 		$215K Buy
+5,278
New +$209K 0.03% 169

Other funds holding TJX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Eagle Ridge Investment Management's TJX Position: Q4 2024 in Review

Eagle Ridge Investment Management reduced its TJX Companies (TJX) stake by 34% in Q4 2024, selling an estimated $268K and leaving 4,313 shares worth $521K. The position accounts for 0.05% of the portfolio, ranked #97.

Eagle Ridge Investment Management first reported a position in TJX in Q1 2018 and has held it in 28 quarters since. The position peaked at $12.9M in Q2 2023. 2,317 funds tracked by Wall St. Rank hold TJX as of Q4 2024.

  • Eagle Ridge Investment Management held 4,313 shares of TJX Companies worth $521K as of Q4 2024.
  • Eagle Ridge Investment Management sold 2,246 TJX Companies shares in Q4 2024, an estimated $268K.
  • TJX Companies made up 0.05% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #97 holding.
  • Eagle Ridge Investment Management first reported a position in TJX Companies in Q1 2018 and has held it in 28 quarters since.
  • Eagle Ridge Investment Management's TJX Companies position peaked at $12.9M in Q2 2023.
  • 2,317 funds tracked by Wall St. Rank held TJX Companies as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.