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Jaffetilchin Investment Partners’s Heritage Insurance Holdings HRTG Stock Holding History

Jaffetilchin Investment Partners’s Portfolio HRTG Stock Details HRTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,163
Closed -$14.2K – 774
2024
Q3 		$14.2K Buy
+1,163
New +$13.5K ﹤0.01% 833

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PRCP
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Jacobs Levy Equity Management
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Acadian Asset Management
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American Century Companies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Jaffetilchin Investment Partners sold out of Heritage Insurance Holdings (HRTG) in Q4 2024, closing a stake of 1,163 shares — an estimated $14.2K sold.

Jaffetilchin Investment Partners first reported a position in HRTG in Q3 2024 and held it in 1 quarter. The position peaked at $14.2K in Q3 2024. 121 funds tracked by Wall St. Rank hold HRTG as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Heritage Insurance Holdings position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,163 Heritage Insurance Holdings shares in Q4 2024, an estimated $14.2K.
  • Jaffetilchin Investment Partners first reported a position in Heritage Insurance Holdings in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Heritage Insurance Holdings position peaked at $14.2K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q4 2024.

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