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Jaffetilchin Investment Partners’s Avery Dennison AVY Stock Holding History

Jaffetilchin Investment Partners’s Portfolio AVY Stock Details AVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-25
Closed -$5.52K – 445
2024
Q3 		$5.52K Buy
+25
New +$5.4K ﹤0.01% 1016
2018
Q2 		– Sell
-4,317
Closed -$459K – 297
2018
Q1 		$459K Sell
4,317
-5,138
-54% -$595K 0.1% 173
2017
Q4 		$1.09M Buy
9,455
+2,817
+42% +$304K 0.36% 55
2017
Q3 		$653K Buy
+6,638
New +$625K 0.15% 116
2016
Q4 		– Sell
-8,324
Closed -$648K – 243
2016
Q3 		$648K Buy
8,324
+526
+7% +$40.2K 0.21% 73
2016
Q2 		$583K Buy
7,798
+771
+11% +$57.3K 0.18% 92
2016
Q1 		$507K Buy
+7,027
New +$455K 0.16% 77

Other funds holding AVY

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jaffetilchin Investment Partners's AVY Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Avery Dennison (AVY) in Q4 2024, closing a stake of 25 shares — an estimated $5.52K sold.

Jaffetilchin Investment Partners first reported a position in AVY in Q1 2016 and held it in 7 quarters. The position peaked at $1.09M in Q4 2017. 798 funds tracked by Wall St. Rank hold AVY as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Avery Dennison position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 25 Avery Dennison shares in Q4 2024, an estimated $5.52K.
  • Jaffetilchin Investment Partners first reported a position in Avery Dennison in Q1 2016 and held it in 7 quarters.
  • Jaffetilchin Investment Partners's Avery Dennison position peaked at $1.09M in Q4 2017.
  • 798 funds tracked by Wall St. Rank held Avery Dennison as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.