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Montgomery Investment Management’s TJX Companies TJX Stock Holding History

Montgomery Investment 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
2013
Q4 		– Sell
-8,600
Closed -$242K – 75
2013
Q3 		$242K Hold
8,600
– – 0.13% 74
2013
Q2 		$215K Buy
+8,600
New +$212K 0.12% 76

Other funds holding TJX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Montgomery Investment Management's TJX Position: Q4 2013 in Review

Montgomery Investment Management sold out of TJX Companies (TJX) in Q4 2013, closing a stake of 8,600 shares — an estimated $242K sold.

Montgomery Investment Management first reported a position in TJX in Q2 2013 and held it in 2 quarters. The position peaked at $242K in Q3 2013. 878 funds tracked by Wall St. Rank hold TJX as of Q4 2013.

  • Montgomery Investment Management reported no remaining TJX Companies position as of Q4 2013 after selling out during the quarter.
  • Montgomery Investment Management sold 8,600 TJX Companies shares in Q4 2013, an estimated $242K.
  • Montgomery Investment Management first reported a position in TJX Companies in Q2 2013 and held it in 2 quarters.
  • Montgomery Investment Management's TJX Companies position peaked at $242K in Q3 2013.
  • 878 funds tracked by Wall St. Rank held TJX Companies as of Q4 2013.

Based on Montgomery Investment Management's 13F filing for Q4 2013, filed 23 Jan 2014.