Tevis Investment Management’s TJX Companies TJX Stock Holding History

Tevis 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
2023 Q3	–	Sell	-4,236	Closed	-$359K	–	90
2023 Q2	$359K	Sell	4,236 -637	-13%	-$50.2K	0.35%	65
2023 Q1	$382K	Sell	4,873 -2,283	-32%	-$180K	0.39%	64
2022 Q4	$570K	Hold	7,156	–	–	0.61%	55
2022 Q3	$444K	Buy	7,156 +190	+3%	+$11.9K	0.43%	65
2022 Q2	$388K	Buy	6,966 +590	+9%	+$35.7K	0.37%	69
2022 Q1	$392K	Sell	6,376 -41	-0.6%	-$2.75K	0.35%	74
2021 Q4	$487K	Buy	+6,417	New	+$445K	0.42%	75

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

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

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

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

Tevis Investment Management's TJX Position: Q3 2023 in Review

Tevis Investment Management sold out of TJX Companies (TJX) in Q3 2023, closing a stake of 4,236 shares — an estimated $359K sold.

Tevis Investment Management first reported a position in TJX in Q4 2021 and held it in 7 quarters. The position peaked at $570K in Q4 2022. 1,835 funds tracked by Wall St. Rank hold TJX as of Q3 2023.

Tevis Investment Management reported no remaining TJX Companies position as of Q3 2023 after selling out during the quarter.
Tevis Investment Management sold 4,236 TJX Companies shares in Q3 2023, an estimated $359K.
Tevis Investment Management first reported a position in TJX Companies in Q4 2021 and held it in 7 quarters.
Tevis Investment Management's TJX Companies position peaked at $570K in Q4 2022.
1,835 funds tracked by Wall St. Rank held TJX Companies as of Q3 2023.

Based on Tevis Investment Management's 13F filing for Q3 2023, filed 16 Oct 2023.