Rockbridge Investment Management’s TJX Companies TJX Stock Holding History

Rockbridge 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
2024 Q1	–	Sell	-431	Closed	-$40.4K	–	570
2023 Q4	$40.4K	Buy	+431	New	+$38.7K	0.01%	254
2022 Q3	–	Sell	-427	Closed	-$23.8K	–	542
2022 Q2	$23.8K	Hold	427	–	–	0.01%	290
2022 Q1	$26K	Hold	427	–	–	﹤0.01%	385
2021 Q4	$32K	Hold	427	–	–	﹤0.01%	423
2021 Q3	$28K	Buy	427 +40	+10%	+$2.79K	﹤0.01%	404
2021 Q2	$26K	Hold	387	–	–	﹤0.01%	411
2021 Q1	$26K	Sell	387 -25	-6%	-$1.67K	﹤0.01%	384
2020 Q4	$28K	Hold	412	–	–	0.01%	359
2020 Q3	$23K	Hold	412	–	–	0.01%	363
2020 Q2	$21K	Buy	+412	New	+$20.7K	0.01%	340

Other funds holding TJX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rockbridge Investment Management's TJX Position: Q1 2024 in Review

Rockbridge Investment Management sold out of TJX Companies (TJX) in Q1 2024, closing a stake of 431 shares — an estimated $40.4K sold.

Rockbridge Investment Management first reported a position in TJX in Q2 2020 and held it in 10 quarters. The position peaked at $40.4K in Q4 2023. 2,028 funds tracked by Wall St. Rank hold TJX as of Q1 2024.

Rockbridge Investment Management reported no remaining TJX Companies position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 431 TJX Companies shares in Q1 2024, an estimated $40.4K.
Rockbridge Investment Management first reported a position in TJX Companies in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's TJX Companies position peaked at $40.4K in Q4 2023.
2,028 funds tracked by Wall St. Rank held TJX Companies as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.