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Montrusco Bolton Investments’s TJX Companies TJX Stock Holding History

Montrusco Bolton 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
2024
Q1 		– Sell
-1,197,027
Closed -$112M – 63
2023
Q4 		$112M Buy
1,197,027
+229,445
+24% +$20.6M 1.39% 23
2023
Q3 		$86M Buy
967,582
+229,552
+31% +$20.2M 1.25% 24
2023
Q2 		$62.6M Buy
738,030
+138,198
+23% +$10.9M 0.97% 29
2023
Q1 		$47M Sell
599,832
-134,829
-18% -$10.6M 0.97% 36
2022
Q4 		$58.5M Sell
734,661
-328,637
-31% -$24.3M 1.36% 31
2022
Q3 		$66.1M Buy
1,063,298
+374,511
+54% +$23.5M 1.74% 26
2022
Q2 		$38.5M Buy
688,787
+79,818
+13% +$4.83M 1.02% 39
2022
Q1 		$36.9M Sell
608,969
-304,500
-33% -$20.4M 0.85% 38
2021
Q4 		$69.4M Buy
913,469
+561,420
+159% +$38.9M 1.63% 26
2021
Q3 		$23.2M Sell
352,049
-105,045
-23% -$7.33M 0.63% 44
2021
Q2 		$30.8M Sell
457,094
-212,281
-32% -$14.5M 0.93% 38
2021
Q1 		$44.3M Buy
669,375
+268,430
+67% +$18M 1.44% 28
2020
Q4 		$27.4M Sell
400,945
-221,547
-36% -$13.5M 1.2% 35
2020
Q3 		$34.6M Buy
622,492
+79,292
+15% +$4.27M 1.74% 27
2020
Q2 		$28.2M Buy
543,200
+336,009
+162% +$16.9M 1.62% 28
2020
Q1 		$9.91M Sell
207,191
-247,663
-54% -$14.3M 0.78% 38
2019
Q4 		$26.8M Sell
454,854
-90,080
-17% -$5.33M 1.55% 22
2019
Q3 		$30.6M Sell
544,934
-10,324
-2% -$562K 1.81% 19
2019
Q2 		$28.6M Buy
555,258
+58,750
+12% +$3.12M 1.86% 19
2019
Q1 		$26.7M Buy
496,508
+35,062
+8% +$1.75M 1.71% 22
2018
Q4 		$20.4M Sell
461,446
-75,658
-14% -$3.82M 1.37% 22
2018
Q3 		$30M Buy
537,104
+49,664
+10% +$2.55M 1.84% 17
2018
Q2 		$23.1M Buy
487,440
+9,140
+2% +$401K 1.6% 16
2018
Q1 		$19.5M Sell
478,300
-62,826
-12% -$2.48M 1.41% 19
2017
Q4 		$20.6M Sell
541,126
-4,508
-0.8% -$163K 1.13% 19
2017
Q3 		$20.1M Buy
545,634
+104,188
+24% +$3.71M 1.06% 23
2017
Q2 		$15.9M Buy
441,446
+74,306
+20% +$2.8M 0.87% 28
2017
Q1 		$14.5M Sell
367,140
-20,182
-5% -$778K 0.82% 26
2016
Q4 		$14.5M Sell
387,322
-9,394
-2% -$355K 0.8% 28
2016
Q3 		$14.8M Sell
396,716
-14,658
-4% -$574K 0.91% 24
2016
Q2 		$15.8M Sell
411,374
-15,924
-4% -$608K 1.01% 23
2016
Q1 		$16.7M Sell
427,298
-113,234
-21% -$4.11M 1.38% 20
2015
Q4 		$19.1M Buy
540,532
+118,802
+28% +$4.23M 1.65% 20
2015
Q3 		$15M Sell
421,730
-19,420
-4% -$681K 1.29% 25
2015
Q2 		$14.6M Buy
441,150
+66,318
+18% +$2.21M 1.08% 28
2015
Q1 		$13.1M Buy
374,832
+26,400
+8% +$899K 0.97% 29
2014
Q4 		$11.9M Sell
348,432
-243,310
-41% -$7.75M 0.86% 34
2014
Q3 		$17.5M Buy
591,742
+60,072
+11% +$1.69M 1.17% 30
2014
Q2 		$14.1M Buy
531,670
+144,520
+37% +$4.12M 0.89% 34
2014
Q1 		$11.7M Sell
387,150
-82,980
-18% -$2.51M 0.83% 39
2013
Q4 		$15M Sell
470,130
-102,682
-18% -$3.11M 1.05% 37
2013
Q3 		$16.1M Sell
572,812
-76,600
-12% -$2.04M 1.21% 31
2013
Q2 		$16.3M Buy
+649,412
New +$16M 1.31% 27

Other funds holding TJX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Montrusco Bolton Investments's TJX Position: Q1 2024 in Review

Montrusco Bolton Investments sold out of TJX Companies (TJX) in Q1 2024, closing a stake of 1,197,027 shares — an estimated $112M sold.

Montrusco Bolton Investments first reported a position in TJX in Q2 2013 and held it in 43 quarters. The position peaked at $112M in Q4 2023. 2,030 funds tracked by Wall St. Rank hold TJX as of Q1 2024.

  • Montrusco Bolton Investments reported no remaining TJX Companies position as of Q1 2024 after selling out during the quarter.
  • Montrusco Bolton Investments sold 1,197,027 TJX Companies shares in Q1 2024, an estimated $112M.
  • Montrusco Bolton Investments first reported a position in TJX Companies in Q2 2013 and held it in 43 quarters.
  • Montrusco Bolton Investments's TJX Companies position peaked at $112M in Q4 2023.
  • 2,030 funds tracked by Wall St. Rank held TJX Companies as of Q1 2024.

Based on Montrusco Bolton Investments's 13F filing for Q1 2024, filed 30 Apr 2024.