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Madison Wealth Management’s TJX Companies TJX Stock Holding History

Madison 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
Q3 		$5.32M Buy
59,836
+88
+0.1% +$7.75K 1.12% 28
2023
Q2 		$5.07M Buy
59,748
+546
+0.9% +$43.1K 1.02% 29
2023
Q1 		$4.64M Sell
59,202
-311
-0.5% -$24.5K 1% 30
2022
Q4 		$4.74M Buy
59,513
+1,777
+3% +$131K 1.08% 28
2022
Q3 		$3.59M Buy
57,736
+3,657
+7% +$230K 0.88% 35
2022
Q2 		$3.02M Sell
54,079
-1,299
-2% -$78.6K 0.73% 42
2022
Q1 		$3.35M Sell
55,378
-2,223
-4% -$149K 0.71% 42
2021
Q4 		$4.37M Buy
57,601
+322
+0.6% +$22.3K 0.88% 31
2021
Q3 		$3.78M Buy
57,279
+77
+0.1% +$5.38K 0.83% 32
2021
Q2 		$3.86M Buy
57,202
+1,212
+2% +$82.6K 0.85% 32
2021
Q1 		$3.7M Buy
55,990
+986
+2% +$66K 0.91% 30
2020
Q4 		$3.76M Buy
55,004
+1,376
+3% +$83.7K 0.99% 31
2020
Q3 		$2.98M Sell
53,628
-155
-0.3% -$8.35K 0.89% 31
2020
Q2 		$2.72M Buy
53,783
+27,135
+102% +$1.36M 0.89% 31
2020
Q1 		$1.27M Buy
26,648
+305
+1% +$17.6K 0.51% 47
2019
Q4 		$1.61M Buy
+26,343
New +$1.56M 0.46% 43

Other funds holding TJX

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

Madison Wealth Management's TJX Position: Q3 2023 in Review

Madison Wealth Management increased its TJX Companies (TJX) stake by 0.15% in Q3 2023, buying an estimated $7.75K and bringing the position to 59,836 shares worth $5.32M. The position accounts for 1.12% of the portfolio, ranked #28.

Madison Wealth Management first reported a position in TJX in Q4 2019 and has held it in 16 quarters since. 1,835 funds tracked by Wall St. Rank hold TJX as of Q3 2023.

  • Madison Wealth Management held 59,836 shares of TJX Companies worth $5.32M as of Q3 2023.
  • Madison Wealth Management bought 88 TJX Companies shares in Q3 2023, an estimated $7.75K.
  • TJX Companies made up 1.12% of Madison Wealth Management's portfolio in Q3 2023, its #28 holding.
  • Madison Wealth Management first reported a position in TJX Companies in Q4 2019 and has held it in 16 quarters since.
  • 1,835 funds tracked by Wall St. Rank held TJX Companies as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.