Wellesley Investment Partners’s TJX Companies TJX Stock Holding History

Wellesley Investment 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
2020 Q3	$600K	Sell	10,787 -1,801	-14%	-$97.1K	0.21%	52
2020 Q2	$636K	Sell	12,588 -2,464	-16%	-$124K	0.22%	48
2020 Q1	$719K	Sell	15,052 -2,236	-13%	-$129K	0.29%	44
2019 Q4	$1.05M	Buy	17,288 +1,986	+13%	+$117K	0.32%	35
2019 Q3	$853K	Buy	15,302 +477	+3%	+$26K	0.28%	47
2019 Q2	$783K	Buy	+14,825	New	+$788K	0.27%	50
2019 Q1	–	Sell	-6,164	Closed	-$275K	–	125
2018 Q4	$275K	Hold	6,164	–	–	0.1%	103
2018 Q3	$345K	Sell	6,164 -200	-3%	-$10.3K	0.11%	93
2018 Q2	$302K	Sell	6,364 -192	-3%	-$8.43K	0.11%	101
2018 Q1	$267K	Buy	6,556 +320	+5%	+$12.7K	0.1%	108
2017 Q4	$238K	Hold	6,236	–	–	0.09%	111
2017 Q3	$229K	Buy	6,236 +350	+6%	+$12.5K	0.09%	110
2017 Q2	$212K	Buy	5,886 +100	+2%	+$3.77K	0.09%	114
2017 Q1	$228K	Buy	5,786 +200	+4%	+$7.71K	0.1%	102
2016 Q4	$209K	Hold	5,586	–	–	0.1%	104
2016 Q3	$208K	Hold	5,586	–	–	0.11%	94
2016 Q2	$215K	Buy	+5,586	New	+$213K	0.12%	93

Other funds holding TJX

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wellesley Investment Partners's TJX Position: Q3 2020 in Review

Wellesley Investment Partners reduced its TJX Companies (TJX) stake by 14% in Q3 2020, selling an estimated $97.1K and leaving 10,787 shares worth $600K. The position accounts for 0.21% of the portfolio, ranked #52.

Wellesley Investment Partners first reported a position in TJX in Q2 2016 and has held it in 17 quarters since. The position peaked at $1.05M in Q4 2019. 1,446 funds tracked by Wall St. Rank hold TJX as of Q3 2020.

Wellesley Investment Partners held 10,787 shares of TJX Companies worth $600K as of Q3 2020.
Wellesley Investment Partners sold 1,801 TJX Companies shares in Q3 2020, an estimated $97.1K.
TJX Companies made up 0.21% of Wellesley Investment Partners's portfolio in Q3 2020, its #52 holding.
Wellesley Investment Partners first reported a position in TJX Companies in Q2 2016 and has held it in 17 quarters since.
Wellesley Investment Partners's TJX Companies position peaked at $1.05M in Q4 2019.
1,446 funds tracked by Wall St. Rank held TJX Companies as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.