Epic Trust Investment Advisors’s TJX Companies TJX Stock Holding History

Epic Trust Investment 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
2024 Q2	$497K	Buy	4,516 +177	+4%	+$17.8K	0.55%	42
2024 Q1	$440K	Buy	4,339 +86	+2%	+$8.34K	0.54%	47
2023 Q4	$399K	Buy	4,253 +124	+3%	+$11.1K	0.53%	47
2023 Q3	$367K	Buy	4,129 +33	+0.8%	+$2.91K	0.58%	49
2023 Q2	$347K	Sell	4,096 -1,537	-27%	-$121K	0.49%	53
2023 Q1	$441K	Sell	5,633 -3,528	-39%	-$278K	0.54%	51
2022 Q4	$729K	Sell	9,161 -1,664	-15%	-$123K	1.1%	24
2022 Q3	$673K	Buy	+10,825	New	+$680K	0.93%	28

Other funds holding TJX

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.37T AUM 24.88% 1-Year Est. Return

Epic Trust Investment Advisors's TJX Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its TJX Companies (TJX) stake by 4.1% in Q2 2024, buying an estimated $17.8K and bringing the position to 4,516 shares worth $497K. The position accounts for 0.55% of the portfolio, ranked #42.

Epic Trust Investment Advisors first reported a position in TJX in Q3 2022 and has held it in 8 quarters since. The position peaked at $729K in Q4 2022. 2,084 funds tracked by Wall St. Rank hold TJX as of Q2 2024.

Epic Trust Investment Advisors held 4,516 shares of TJX Companies worth $497K as of Q2 2024.
Epic Trust Investment Advisors bought 177 TJX Companies shares in Q2 2024, an estimated $17.8K.
TJX Companies made up 0.55% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #42 holding.
Epic Trust Investment Advisors first reported a position in TJX Companies in Q3 2022 and has held it in 8 quarters since.
Epic Trust Investment Advisors's TJX Companies position peaked at $729K in Q4 2022.
2,084 funds tracked by Wall St. Rank held TJX Companies as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.