Roosevelt Investment Group’s TJX Companies TJX Stock Holding History

Roosevelt Investment 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
2022 Q3	$266K	Hold	4,274	–	–	0.02%	238
2022 Q2	$239K	Sell	4,274 -35	-0.8%	-$2.12K	0.02%	247
2022 Q1	$261K	Hold	4,309	–	–	0.02%	249
2021 Q4	$327K	Buy	+4,309	New	+$299K	0.02%	226
2014 Q1	–	Sell	-40,982	Closed	-$1.31M	–	261
2013 Q4	$1.31M	Hold	40,982	–	–	0.06%	131
2013 Q3	$1.16M	Hold	40,982	–	–	0.05%	141
2013 Q2	$1.03M	Buy	+40,982	New	+$1.01M	0.05%	148

Other funds holding TJX

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

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

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

Roosevelt Investment Group's TJX Position: Q3 2022 in Review

Roosevelt Investment Group held its TJX Companies (TJX) position steady in Q3 2022 at 4,274 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #238.

Roosevelt Investment Group first reported a position in TJX in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.31M in Q4 2013. 1,594 funds tracked by Wall St. Rank hold TJX as of Q3 2022.

Roosevelt Investment Group held 4,274 shares of TJX Companies worth $266K as of Q3 2022.
Roosevelt Investment Group left its TJX Companies share count unchanged in Q3 2022.
TJX Companies made up 0.02% of Roosevelt Investment Group's portfolio in Q3 2022, its #238 holding.
Roosevelt Investment Group first reported a position in TJX Companies in Q2 2013 and has held it in 7 quarters since.
Roosevelt Investment Group's TJX Companies position peaked at $1.31M in Q4 2013.
1,594 funds tracked by Wall St. Rank held TJX Companies as of Q3 2022.

Based on Roosevelt Investment Group's 13F filing for Q3 2022, filed 19 Oct 2022.