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Windsor Wealth Management’s TJX Companies TJX Stock Holding History

Windsor 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
2023
Q3 		$229K Hold
2,575
– – 0.04% 143
2023
Q2 		$218K Hold
2,575
– – 0.04% 156
2023
Q1 		$202K Hold
2,575
– – 0.04% 161
2022
Q4 		$213K Buy
+2,575
New +$190K 0.04% 152
2022
Q2 		– Sell
-21,701
Closed -$1.34M – 227
2022
Q1 		$1.34M Buy
21,701
+72
+0.3% +$4.82K 0.25% 77
2021
Q4 		$1.66M Buy
21,629
+2,722
+14% +$189K 0.3% 68
2021
Q3 		$1.26M Buy
18,907
+375
+2% +$26.2K 0.26% 83
2021
Q2 		$1.25M Buy
18,532
+393
+2% +$26.8K 0.27% 80
2021
Q1 		$1.2M Buy
18,139
+1,390
+8% +$93K 0.29% 75
2020
Q4 		$1.14M Buy
16,749
+363
+2% +$22.1K 0.29% 71
2020
Q3 		$901K Buy
16,386
+2,033
+14% +$110K 0.26% 81
2020
Q2 		$726K Buy
14,353
+2,743
+24% +$138K 0.23% 95
2020
Q1 		$555K Buy
11,610
+2,053
+21% +$118K 0.22% 106
2019
Q4 		$584K Buy
9,557
+953
+11% +$56.3K 0.21% 105
2019
Q3 		$466K Sell
8,604
-705
-8% -$38.4K 0.2% 114
2019
Q2 		$493K Buy
9,309
+521
+6% +$27.7K 0.22% 115
2019
Q1 		$468K Buy
8,788
+1,256
+17% +$62.6K 0.26% 95
2018
Q4 		$337K Buy
7,532
+2,300
+44% +$116K 0.23% 98
2018
Q3 		$293K Sell
5,232
-212
-4% -$10.9K 0.19% 108
2018
Q2 		$259K Buy
+5,444
New +$239K 0.2% 107

Other funds holding TJX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Windsor Wealth Management's TJX Position: Q3 2023 in Review

Windsor Wealth Management held its TJX Companies (TJX) position steady in Q3 2023 at 2,575 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #143.

Windsor Wealth Management first reported a position in TJX in Q2 2018 and has held it in 20 quarters since. The position peaked at $1.66M in Q4 2021. 1,834 funds tracked by Wall St. Rank hold TJX as of Q3 2023.

  • Windsor Wealth Management held 2,575 shares of TJX Companies worth $229K as of Q3 2023.
  • Windsor Wealth Management left its TJX Companies share count unchanged in Q3 2023.
  • TJX Companies made up 0.04% of Windsor Wealth Management's portfolio in Q3 2023, its #143 holding.
  • Windsor Wealth Management first reported a position in TJX Companies in Q2 2018 and has held it in 20 quarters since.
  • Windsor Wealth Management's TJX Companies position peaked at $1.66M in Q4 2021.
  • 1,834 funds tracked by Wall St. Rank held TJX Companies as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.