Kula Investments’s TJX Companies TJX Stock Holding History

Kula Investments’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 Q1	$631K	Buy	8,048 +1,797	+29%	+$141K	0.16%	244
2022 Q4	$498K	Buy	+6,251	New	+$462K	0.15%	213

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

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

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

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 America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kula Investments's TJX Position: Q1 2023 in Review

Kula Investments increased its TJX Companies (TJX) stake by 29% in Q1 2023, buying an estimated $141K and bringing the position to 8,048 shares worth $631K. The position accounts for 0.16% of the portfolio, ranked #244.

Kula Investments first reported a position in TJX in Q4 2022 and has held it in 2 quarters since. 1,768 funds tracked by Wall St. Rank hold TJX as of Q1 2023.

Kula Investments held 8,048 shares of TJX Companies worth $631K as of Q1 2023.
Kula Investments bought 1,797 TJX Companies shares in Q1 2023, an estimated $141K.
TJX Companies made up 0.16% of Kula Investments's portfolio in Q1 2023, its #244 holding.
Kula Investments first reported a position in TJX Companies in Q4 2022 and has held it in 2 quarters since.
1,768 funds tracked by Wall St. Rank held TJX Companies as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.