Wellington Management Amends TJX Stake as of Dec 29, 2023

TL;DR

**Wellington Management just updated its TJX holdings, keep an eye on their next move.**

AI Summary

Wellington Management Group LLP, an investment adviser, filed an amended SC 13G/A on February 8, 2024, indicating its ownership of TJX Companies Inc. common stock as of December 29, 2023. This filing is an amendment (Amendment No. 4), suggesting a change in their previously reported holdings. For investors, this matters because it provides transparency into a significant institutional investor's position in TJX, potentially signaling their ongoing confidence or a shift in strategy regarding the retail giant.

Why It Matters

This filing shows an institutional investor's updated position in TJX, which can influence market perception and potentially signal future stock performance.

Risk Assessment

Risk Level: low — This filing is a routine disclosure of institutional ownership and does not inherently present significant risk.

Analyst Insight

An investor should note that Wellington Management Group LLP continues to hold a position in TJX Companies Inc. as of December 29, 2023, as indicated by this Amendment No. 4 filing. While the specific change in their holding isn't detailed in this excerpt, the ongoing disclosure suggests continued institutional interest. Further investigation into the full filing would be needed to understand the exact change in their ownership percentage or share count.

Key Players & Entities

• Wellington Management Group LLP (company) — the reporting person and investment adviser
• TJX Companies Inc. (company) — the subject company whose stock is being reported
• December 29, 2023 (date) — the date of the event requiring the filing
• February 8, 2024 (date) — the filing date of the SC 13G/A
• Amendment No. 4 (number) — the specific amendment number for this filing

FAQ

From the Filing

0000902219-24-000208.txt : 20240208 0000902219-24-000208.hdr.sgml : 20240208 20240208102412 ACCESSION NUMBER: 0000902219-24-000208 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240208 DATE AS OF CHANGE: 20240208 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: TJX COMPANIES INC /DE/ CENTRAL INDEX KEY: 0000109198 STANDARD INDUSTRIAL CLASSIFICATION: RETAIL-FAMILY CLOTHING STORES [5651] ORGANIZATION NAME: 07 Trade & Services IRS NUMBER: 042207613 STATE OF INCORPORATION: DE FISCAL YEAR END: 0201 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-30931 FILM NUMBER: 24607428 BUSINESS ADDRESS: STREET 1: 770 COCHITUATE RD CITY: FRAMINGHAM STATE: MA ZIP: 01701 BUSINESS PHONE: 508-390-1000 MAIL ADDRESS: STREET 1: 770 COCHITUATE ROAD CITY: FRAMINGHAM STATE: MA ZIP: 01701 FORMER COMPANY: FORMER CONFORMED NAME: ZAYRE CORP DATE OF NAME CHANGE: 19890625 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: WELLINGTON MANAGEMENT GROUP LLP CENTRAL INDEX KEY: 0000902219 STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000] ORGANIZATION NAME: IRS NUMBER: 042683227 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: C/O WELLINGTON MANAGEMENT COMPANY LLP STREET 2: 280 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 6179515000 MAIL ADDRESS: STREET 1: C/O WELLINGTON MANAGEMENT COMPANY LLP STREET 2: 280 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02210 FORMER COMPANY: FORMER CONFORMED NAME: WELLINGTON MANAGEMENT CO LLP DATE OF NAME CHANGE: 19960930 FORMER COMPANY: FORMER CONFORMED NAME: WELLINGTON MANAGEMENT CO DATE OF NAME CHANGE: 19930426 SC 13G/A 1 SEC13G_Filing.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4 ) * The TJX Companies, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 872540109 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 (the "Act") or otherwise subject to the liabilities of that section of the Act, but shall be subject to all other provisions of the Act (however, see the Notes.) CUSIP No. 872540109 1. NAMES OF REPORTING PERSONS Wellington Management Group LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Massachusetts NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 49,938,920 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 51,680,175 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 51,680,175 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 4.53% 12. TYPE OF REPORTING PERSON HC CUSIP No. 872540109 1. NAMES OF REPORTING PERSONS Wellington Group Holdings LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 49,938,920 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 51,680,175 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 51,680,175 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERT