NewFocus Financial Group’s TJX Companies TJX Stock Holding History

NewFocus Financial Group’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
2020 Q4	$2.06M	Sell	30,086 -268	-0.9%	-$16.3K	0.6%	50
2020 Q3	$1.69M	Buy	30,354 +94	+0.3%	+$5.07K	0.56%	47
2020 Q2	$1.53M	Buy	30,260 +754	+3%	+$37.9K	0.55%	47
2020 Q1	$1.41M	Buy	29,506 +302	+1%	+$17.4K	0.65%	45
2019 Q4	$1.78M	Buy	29,204 +526	+2%	+$31.1K	0.7%	41
2019 Q3	$1.6M	Buy	28,678 +171	+0.6%	+$9.31K	0.7%	42
2019 Q2	$1.51M	Sell	28,507 -10,777	-27%	-$573K	0.7%	41
2019 Q1	$2.09M	Buy	39,284 +1,105	+3%	+$55.1K	1.04%	30
2018 Q4	$1.71M	Sell	38,179 -1,183	-3%	-$59.8K	1.01%	32
2018 Q3	$2.21M	Buy	39,362 +1,348	+4%	+$69.3K	1.19%	24
2018 Q2	$1.81M	Buy	38,014 +496	+1%	+$21.8K	1.09%	30
2018 Q1	$1.53M	Buy	+37,518	New	+$1.48M	0.96%	32

Other funds holding TJX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NewFocus Financial Group's TJX Position: Q4 2020 in Review

NewFocus Financial Group reduced its TJX Companies (TJX) stake by 0.88% in Q4 2020, selling an estimated $16.3K and leaving 30,086 shares worth $2.06M. The position accounts for 0.6% of the portfolio, ranked #50.

NewFocus Financial Group first reported a position in TJX in Q1 2018 and has held it in 12 quarters since. The position peaked at $2.21M in Q3 2018. 1,594 funds tracked by Wall St. Rank hold TJX as of Q4 2020.

NewFocus Financial Group held 30,086 shares of TJX Companies worth $2.06M as of Q4 2020.
NewFocus Financial Group sold 268 TJX Companies shares in Q4 2020, an estimated $16.3K.
TJX Companies made up 0.6% of NewFocus Financial Group's portfolio in Q4 2020, its #50 holding.
NewFocus Financial Group first reported a position in TJX Companies in Q1 2018 and has held it in 12 quarters since.
NewFocus Financial Group's TJX Companies position peaked at $2.21M in Q3 2018.
1,594 funds tracked by Wall St. Rank held TJX Companies as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.