Security National Trust’s TJX Companies TJX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $73K | Hold |
1,086
| – | – | 0.02% | 237 |
|
|
2021
Q2 | $73K | Sell |
1,086
-245
| -18% | -$16.7K | 0.02% | 246 |
|
|
2021
Q1 | $88K | Sell |
1,331
-235
| -15% | -$15.7K | 0.02% | 235 |
|
|
2020
Q4 | $107K | Hold |
1,566
| – | – | 0.03% | 216 |
|
|
2020
Q3 | $87K | Hold |
1,566
| – | – | 0.02% | 221 |
|
|
2020
Q2 | $79K | Sell |
1,566
-490
| -24% | -$24.6K | 0.02% | 228 |
|
|
2020
Q1 | $98K | Hold |
2,056
| – | – | 0.04% | 198 |
|
|
2019
Q4 | $125K | Buy |
2,056
+490
| +31% | +$29K | 0.04% | 202 |
|
|
2019
Q3 | $87K | Hold |
1,566
| – | – | 0.03% | 219 |
|
|
2019
Q2 | $83K | Sell |
1,566
-3,748
| -71% | -$199K | 0.03% | 225 |
|
|
2019
Q1 | $283K | Buy |
5,314
+820
| +18% | +$40.9K | 0.09% | 129 |
|
|
2018
Q4 | $201K | Sell |
4,494
-2,800
| -38% | -$141K | 0.07% | 146 |
|
|
2018
Q3 | $408K | Hold |
7,294
| – | – | 0.13% | 117 |
|
|
2018
Q2 | $347K | Sell |
7,294
-226
| -3% | -$9.92K | 0.12% | 129 |
|
|
2018
Q1 | $307K | Sell |
7,520
-250
| -3% | -$9.89K | 0.1% | 132 |
|
|
2017
Q4 | $297K | Sell |
7,770
-250
| -3% | -$9.06K | 0.1% | 137 |
|
|
2017
Q3 | $295K | Sell |
8,020
-316
| -4% | -$11.3K | 0.1% | 140 |
|
|
2017
Q2 | $301K | Sell |
8,336
-292
| -3% | -$11K | 0.1% | 141 |
|
|
2017
Q1 | $341K | Hold |
8,628
| – | – | 0.11% | 136 |
|
|
2016
Q4 | $324K | Hold |
8,628
| – | – | 0.12% | 137 |
|
|
2016
Q3 | $323K | Sell |
8,628
-166
| -2% | -$6.5K | 0.12% | 132 |
|
|
2016
Q2 | $339K | Sell |
8,794
-130
| -1% | -$4.96K | 0.12% | 127 |
|
|
2016
Q1 | $350K | Buy |
8,924
+200
| +2% | +$7.26K | 0.13% | 127 |
|
|
2015
Q4 | $310K | Hold |
8,724
| – | – | 0.12% | 133 |
|
|
2015
Q3 | $312K | Hold |
8,724
| – | – | 0.12% | 138 |
|
|
2015
Q2 | $289K | Hold |
8,724
| – | – | 0.1% | 158 |
|
|
2015
Q1 | $305K | Buy |
8,724
+564
| +7% | +$19.2K | 0.11% | 155 |
|
|
2014
Q4 | $280K | Buy |
8,160
+276
| +4% | +$8.79K | 0.1% | 156 |
|
|
2014
Q3 | $233K | Buy |
7,884
+54
| +0.7% | +$1.52K | 0.09% | 161 |
|
|
2014
Q2 | $208K | Hold |
7,830
| – | – | 0.08% | 172 |
|
|
2014
Q1 | $237K | Sell |
7,830
-500
| -6% | -$15.1K | 0.1% | 162 |
|
|
2013
Q4 | $265K | Hold |
8,330
| – | – | 0.11% | 148 |
|
|
2013
Q3 | $235K | Hold |
8,330
| – | – | 0.11% | 148 |
|
|
2013
Q2 | $208K | Buy |
+8,330
| New | +$205K | 0.1% | 152 |
|
Other funds holding TJX
WA
Security National Trust's TJX Position: Q3 2021 in Review
Security National Trust held its TJX Companies (TJX) position steady in Q3 2021 at 1,086 shares worth $73K. The position accounts for 0.02% of the portfolio, ranked #237.
Security National Trust first reported a position in TJX in Q2 2013 and has held it in 34 quarters since. The position peaked at $408K in Q3 2018. 1,592 funds tracked by Wall St. Rank hold TJX as of Q3 2021.
- Security National Trust held 1,086 shares of TJX Companies worth $73K as of Q3 2021.
- Security National Trust left its TJX Companies share count unchanged in Q3 2021.
- TJX Companies made up 0.02% of Security National Trust's portfolio in Q3 2021, its #237 holding.
- Security National Trust first reported a position in TJX Companies in Q2 2013 and has held it in 34 quarters since.
- Security National Trust's TJX Companies position peaked at $408K in Q3 2018.
- 1,592 funds tracked by Wall St. Rank held TJX Companies as of Q3 2021.
Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.