Sugarloaf Wealth Management’s TJX Companies TJX Stock Holding History

Sugarloaf Wealth 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 Q4	$53.2K	Hold	440	–	–	0.01%	287
2024 Q3	$51.7K	Hold	440	–	–	0.01%	303
2024 Q2	$48.4K	Hold	440	–	–	0.01%	297
2024 Q1	$44.6K	Hold	440	–	–	0.01%	303
2023 Q4	$41.3K	Hold	440	–	–	0.01%	306
2023 Q3	$39.1K	Hold	440	–	–	0.01%	312
2023 Q2	$37.3K	Hold	440	–	–	0.01%	325
2023 Q1	$34.5K	Sell	440 -19	-4%	-$1.5K	0.01%	333
2022 Q4	$36.6K	Sell	459 -1	-0.2%	-$74	0.01%	328
2022 Q3	$29K	Hold	460	–	–	0.01%	372
2022 Q2	$26K	Buy	460 +1	+0.2%	+$61	0.01%	379
2022 Q1	$28K	Sell	459 -1	-0.2%	-$67	0.01%	362
2021 Q4	$35K	Buy	460 +1	+0.2%	+$69	0.01%	346
2021 Q3	$30K	Hold	459	–	–	0.01%	352
2021 Q2	$31K	Hold	459	–	–	0.01%	348
2021 Q1	$30	Hold	459	–	–	0.01%	347
2020 Q4	$31K	Hold	459	–	–	0.01%	318
2020 Q3	$26K	Hold	459	–	–	0.01%	320
2020 Q2	$23K	Hold	459	–	–	0.01%	333
2020 Q1	$22K	Hold	459	–	–	0.01%	320
2019 Q4	$28K	Buy	+459	New	+$27.1K	0.01%	324

Other funds holding TJX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Sugarloaf Wealth Management's TJX Position: Q4 2024 in Review

Sugarloaf Wealth Management held its TJX Companies (TJX) position steady in Q4 2024 at 440 shares worth $53.2K. The position accounts for 0.01% of the portfolio, ranked #287.

Sugarloaf Wealth Management first reported a position in TJX in Q4 2019 and has held it in 21 quarters since. 2,317 funds tracked by Wall St. Rank hold TJX as of Q4 2024.

Sugarloaf Wealth Management held 440 shares of TJX Companies worth $53.2K as of Q4 2024.
Sugarloaf Wealth Management left its TJX Companies share count unchanged in Q4 2024.
TJX Companies made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #287 holding.
Sugarloaf Wealth Management first reported a position in TJX Companies in Q4 2019 and has held it in 21 quarters since.
2,317 funds tracked by Wall St. Rank held TJX Companies as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.