Mosaic Family Wealth’s TJX Companies TJX Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-2,718	Closed	-$145K	–	561
2019 Q1	$145K	Sell	2,718 -54	-2%	-$2.69K	0.06%	181
2018 Q4	$124K	Sell	2,772 -2,686	-49%	-$136K	0.05%	195
2018 Q3	$147K	Buy	5,458 +3,936	+259%	+$202K	0.06%	181
2018 Q2	$72K	Buy	1,522 +508	+50%	+$22.3K	0.03%	263
2018 Q1	$41K	Buy	1,014 +646	+176%	+$25.5K	0.02%	339
2017 Q4	$14K	Sell	368 -3,796	-91%	-$138K	0.01%	494
2017 Q3	$154K	Buy	4,164 +172	+4%	+$6.13K	0.06%	218
2017 Q2	$144K	Buy	3,992 +268	+7%	+$10.1K	0.06%	222
2017 Q1	$147K	Buy	3,724 +216	+6%	+$8.32K	0.06%	214
2016 Q4	$132K	Hold	3,508	–	–	0.06%	227
2016 Q3	$131K	Buy	3,508 +374	+12%	+$14.6K	0.06%	220
2016 Q2	$122K	Buy	3,134 +680	+28%	+$26K	0.06%	215
2016 Q1	$96K	Buy	2,454 +812	+49%	+$29.5K	0.05%	247
2015 Q4	$58K	Buy	+1,642	New	+$58.5K	0.03%	300

Other funds holding TJX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return