Ownership history in HighTower Advisors, LLC Β· 74 quarters on record
This page tracks every 13F SEC filing in which HighTower Advisors, LLC reported a position in TJX COS INC NEW COM (TJX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π HighTower Advisors, LLC outperformed the S&P 500 by +3.2% annually on this TJX position. Timing score: 66% (48/73 decisions correct). Average cost basis: $97.39. Maximum drawdown during holding period: β25.8%.
β
Outperformed SPY on this position by 3.2% ann.
21 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
48 of 73 add/trim decisions correct
Best entry: $5.12 (2009 Q1) Β· Worst: $153.18 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
46 adds Β· 28 trims. Bought during 10 of 16 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.24% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size