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Jaffetilchin Investment Partners’s Gen Digital GEN Stock Holding History

Jaffetilchin Investment Partners’s Portfolio GEN Stock Details GEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-23,090
Closed -$502K – 236
2019
Q2 		$502K Buy
23,090
+1,387
+6% +$29.8K 0.12% 123
2019
Q1 		$499K Buy
21,703
+506
+2% +$11K 0.11% 161
2018
Q4 		$401K Buy
21,197
+1,349
+7% +$27.9K 0.1% 156
2018
Q3 		$422K Buy
+19,848
New +$404K 0.09% 184
2018
Q2 		– Sell
-16,257
Closed -$420K – 324
2018
Q1 		$420K Buy
+16,257
New +$442K 0.09% 191
2017
Q4 		– Sell
-6,854
Closed -$225K – 256
2017
Q3 		$225K Buy
+6,854
New +$209K 0.05% 265
2014
Q4 		– Sell
-21,936
Closed -$516K – 211
2014
Q3 		$516K Buy
+21,936
New +$523K 0.19% 71
2013
Q4 		– Sell
-43,053
Closed -$1.07M – 183
2013
Q3 		$1.07M Buy
+43,053
New +$1.08M 0.62% 37

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jaffetilchin Investment Partners's GEN Position: Q3 2019 in Review

Jaffetilchin Investment Partners sold out of Gen Digital (GEN) in Q3 2019, closing a stake of 23,090 shares — an estimated $502K sold.

Jaffetilchin Investment Partners first reported a position in GEN in Q3 2013 and held it in 8 quarters. The position peaked at $1.07M in Q3 2013. 499 funds tracked by Wall St. Rank hold GEN as of Q3 2019.

  • Jaffetilchin Investment Partners reported no remaining Gen Digital position as of Q3 2019 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 23,090 Gen Digital shares in Q3 2019, an estimated $502K.
  • Jaffetilchin Investment Partners first reported a position in Gen Digital in Q3 2013 and held it in 8 quarters.
  • Jaffetilchin Investment Partners's Gen Digital position peaked at $1.07M in Q3 2013.
  • 499 funds tracked by Wall St. Rank held Gen Digital as of Q3 2019.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2019, filed 15 Oct 2019.