Ownership history in SHEETS SMITH WEALTH MANAGEMENT Β· 60 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in TJX COS INC NEW COM Common (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 SHEETS SMITH WEALTH MANAGEMENT outperformed the S&P 500 by +7.6% annually on this TJX position. Timing score: 46% (23/50 decisions correct). Average cost basis: $54.58. Maximum drawdown during holding period: β25.8%.
π₯ Exceptional β beat the S&P 500 by 7.6% per year on this position.
58 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
23 of 50 add/trim decisions correct
Best entry: $8.52 (2010 Q2) Β· Worst: $98.87 (2024 Q1)
πͺ Held through 2 major drawdowns (>20%).
23 adds Β· 29 trims. Bought during 8 of 17 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.27% 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