Sweet Financial Partners’s TJX Companies TJX Stock Holding History

Sweet Financial Partners’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 Q3	$2.13M	Buy	18,080 +14,520	+408%	+$1.67M	0.46%	51
2024 Q2	$392K	Hold	3,560	–	–	0.09%	134
2024 Q1	$361K	Sell	3,560 -28	-0.8%	-$2.71K	0.08%	150
2023 Q4	$337K	Hold	3,588	–	–	0.08%	149
2023 Q3	$319K	Buy	3,588 +37	+1%	+$3.26K	0.08%	140
2023 Q2	$301K	Sell	3,551 -223	-6%	-$17.6K	0.08%	142
2023 Q1	$296K	Sell	3,774 -223	-6%	-$17.5K	0.08%	144
2022 Q4	$318K	Buy	3,997 +697	+21%	+$51.5K	0.09%	131
2022 Q3	$205K	Buy	+3,300	New	+$207K	0.07%	158
2022 Q2	–	Sell	-3,300	Closed	-$200K	–	185
2022 Q1	$200K	Hold	3,300	–	–	0.05%	170
2021 Q4	$251K	Buy	+3,300	New	+$229K	0.1%	128

Other funds holding TJX

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Sweet Financial Partners's TJX Position: Q3 2024 in Review

Sweet Financial Partners increased its TJX Companies (TJX) stake by 408% in Q3 2024, buying an estimated $1.67M and bringing the position to 18,080 shares worth $2.13M. The position accounts for 0.46% of the portfolio, ranked #51.

Sweet Financial Partners first reported a position in TJX in Q4 2021 and has held it in 11 quarters since. 2,176 funds tracked by Wall St. Rank hold TJX as of Q3 2024.

Sweet Financial Partners held 18,080 shares of TJX Companies worth $2.13M as of Q3 2024.
Sweet Financial Partners bought 14,520 TJX Companies shares in Q3 2024, an estimated $1.67M.
TJX Companies made up 0.46% of Sweet Financial Partners's portfolio in Q3 2024, its #51 holding.
Sweet Financial Partners first reported a position in TJX Companies in Q4 2021 and has held it in 11 quarters since.
2,176 funds tracked by Wall St. Rank held TJX Companies as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.