High Pines Wealth Management’s TJX Companies TJX Stock Holding History

High Pines Wealth 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
2023 Q4	$910K	Buy	9,699 +336	+4%	+$30.1K	1.39%	11
2023 Q3	$832K	Sell	9,363 -283	-3%	-$24.9K	1.37%	11
2023 Q2	$818K	Sell	9,646 -1,077	-10%	-$85K	1.25%	12
2023 Q1	$840K	Buy	10,723 +18	+0.2%	+$1.42K	1.4%	11
2022 Q4	$852K	Sell	10,705 -239	-2%	-$17.6K	1.49%	11
2022 Q3	$680K	Sell	10,944 -220	-2%	-$13.8K	1.3%	11
2022 Q2	$624K	Sell	11,164 -7,785	-41%	-$471K	1.15%	12
2022 Q1	$1.15M	Buy	18,949 +5,641	+42%	+$378K	0.84%	30
2021 Q4	$1.01M	Buy	13,308 +1,500	+13%	+$104K	0.7%	31
2021 Q3	$779K	Buy	11,808 +2,284	+24%	+$159K	0.53%	33
2021 Q2	$642K	Buy	9,524 +820	+9%	+$55.9K	0.48%	34
2021 Q1	$576K	Buy	8,704 +1,603	+23%	+$107K	0.51%	34
2020 Q4	$485K	Buy	+7,101	New	+$432K	0.45%	33

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

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

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

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

High Pines Wealth Management's TJX Position: Q4 2023 in Review

High Pines Wealth Management increased its TJX Companies (TJX) stake by 3.6% in Q4 2023, buying an estimated $30.1K and bringing the position to 9,699 shares worth $910K. The position accounts for 1.39% of the portfolio, ranked #11.

High Pines Wealth Management first reported a position in TJX in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.15M in Q1 2022. 1,960 funds tracked by Wall St. Rank hold TJX as of Q4 2023.

High Pines Wealth Management held 9,699 shares of TJX Companies worth $910K as of Q4 2023.
High Pines Wealth Management bought 336 TJX Companies shares in Q4 2023, an estimated $30.1K.
TJX Companies made up 1.39% of High Pines Wealth Management's portfolio in Q4 2023, its #11 holding.
High Pines Wealth Management first reported a position in TJX Companies in Q4 2020 and has held it in 13 quarters since.
High Pines Wealth Management's TJX Companies position peaked at $1.15M in Q1 2022.
1,960 funds tracked by Wall St. Rank held TJX Companies as of Q4 2023.

Based on High Pines Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.