Kovitz Investment Group’s TJX Companies TJX Stock Holding History

Kovitz Investment Group’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
2015 Q4	$413K	Hold	11,660	–	–	0.03%	106
2015 Q3	$416K	Sell	11,660 -400	-3%	-$14K	0.02%	84
2015 Q2	$399K	Sell	12,060 -2,400	-17%	-$79.8K	0.02%	89
2015 Q1	$506K	Sell	14,460 -400	-3%	-$13.6K	0.03%	84
2014 Q4	$510K	Hold	14,860	–	–	0.03%	88
2014 Q3	$440K	Hold	14,860	–	–	0.02%	86
2014 Q2	$395K	Buy	14,860 +2,260	+18%	+$64.5K	0.02%	87
2014 Q1	$295K	Sell	12,600 -2,540	-17%	-$76.9K	0.02%	98
2013 Q4	$482K	Buy	15,140 +740	+5%	+$22.4K	0.02%	90
2013 Q3	$406K	Hold	14,400	–	–	0.02%	95
2013 Q2	$360K	Buy	+14,400	New	+$355K	0.02%	94

Other funds holding TJX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Kovitz Investment Group's TJX Position: Q4 2015 in Review

Kovitz Investment Group held its TJX Companies (TJX) position steady in Q4 2015 at 11,660 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #106.

Kovitz Investment Group first reported a position in TJX in Q2 2013 and has held it in 11 quarters since. The position peaked at $510K in Q4 2014. 1,012 funds tracked by Wall St. Rank hold TJX as of Q4 2015.

Kovitz Investment Group held 11,660 shares of TJX Companies worth $413K as of Q4 2015.
Kovitz Investment Group left its TJX Companies share count unchanged in Q4 2015.
TJX Companies made up 0.03% of Kovitz Investment Group's portfolio in Q4 2015, its #106 holding.
Kovitz Investment Group first reported a position in TJX Companies in Q2 2013 and has held it in 11 quarters since.
Kovitz Investment Group's TJX Companies position peaked at $510K in Q4 2014.
1,012 funds tracked by Wall St. Rank held TJX Companies as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.