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Morningstar Investment Services’s TJX Companies TJX Stock Holding History

Morningstar Investment Services’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
Q4 		– Sell
-5,084
Closed -$597K – 373
2024
Q3 		$597K Buy
5,084
+974
+24% +$112K 0.01% 257
2024
Q2 		$454K Buy
4,110
+1,244
+43% +$125K ﹤0.01% 263
2024
Q1 		$290K Sell
2,866
-919
-24% -$89.1K ﹤0.01% 291
2023
Q4 		$353K Buy
+3,785
New +$340K ﹤0.01% 328
2017
Q1 		– Sell
-8,032
Closed -$302K – 204
2016
Q4 		$302K Hold
8,032
– – 0.01% 163
2016
Q3 		$300K Sell
8,032
-17,414
-68% -$681K 0.01% 195
2016
Q2 		$979K Sell
25,446
-2,974
-10% -$114K 0.03% 168
2016
Q1 		$1.11M Sell
28,420
-2,252
-7% -$81.7K 0.04% 162
2015
Q4 		$1.09M Sell
30,672
-1,400
-4% -$49.8K 0.04% 153
2015
Q3 		$1.15M Buy
32,072
+1,300
+4% +$45.6K 0.05% 158
2015
Q2 		$1.02M Buy
30,772
+1,614
+6% +$53.7K 0.04% 161
2015
Q1 		$1.02M Sell
29,158
-562
-2% -$19.1K 0.04% 154
2014
Q4 		$1.02M Buy
29,720
+17,752
+148% +$565K 0.05% 152
2014
Q3 		$354K Buy
+11,968
New +$337K 0.02% 188

Other funds holding TJX

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

Morningstar Investment Services's TJX Position: Q4 2024 in Review

Morningstar Investment Services sold out of TJX Companies (TJX) in Q4 2024, closing a stake of 5,084 shares — an estimated $597K sold.

Morningstar Investment Services first reported a position in TJX in Q3 2014 and held it in 14 quarters. The position peaked at $1.15M in Q3 2015. 2,318 funds tracked by Wall St. Rank hold TJX as of Q4 2024.

  • Morningstar Investment Services reported no remaining TJX Companies position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 5,084 TJX Companies shares in Q4 2024, an estimated $597K.
  • Morningstar Investment Services first reported a position in TJX Companies in Q3 2014 and held it in 14 quarters.
  • Morningstar Investment Services's TJX Companies position peaked at $1.15M in Q3 2015.
  • 2,318 funds tracked by Wall St. Rank held TJX Companies as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.