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Jaffetilchin Investment Partners’s Barings BDC BBDC Stock Holding History

Jaffetilchin Investment Partners’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$1.96K – 455
2024
Q3 		$1.96K Buy
+200
New +$1.99K ﹤0.01% 1184

Other funds holding BBDC

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Jaffetilchin Investment Partners sold out of Barings BDC (BBDC) in Q4 2024, closing a stake of 200 shares — an estimated $1.96K sold.

Jaffetilchin Investment Partners first reported a position in BBDC in Q3 2024 and held it in 1 quarter. The position peaked at $1.96K in Q3 2024. 198 funds tracked by Wall St. Rank hold BBDC as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Barings BDC position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 200 Barings BDC shares in Q4 2024, an estimated $1.96K.
  • Jaffetilchin Investment Partners first reported a position in Barings BDC in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Barings BDC position peaked at $1.96K in Q3 2024.
  • 198 funds tracked by Wall St. Rank held Barings BDC as of Q4 2024.

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