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Jaffetilchin Investment Partners’s MidCap Financial Investment MFIC Stock Holding History

Jaffetilchin Investment Partners’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-71
Closed -$946 – 907
2024
Q3 		$946 Buy
+71
New +$1K ﹤0.01% 1255

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AMH
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

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

Jaffetilchin Investment Partners sold out of MidCap Financial Investment (MFIC) in Q4 2024, closing a stake of 71 shares — an estimated $946 sold.

Jaffetilchin Investment Partners first reported a position in MFIC in Q3 2024 and held it in 1 quarter. The position peaked at $946 in Q3 2024. 173 funds tracked by Wall St. Rank hold MFIC as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining MidCap Financial Investment position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 71 MidCap Financial Investment shares in Q4 2024, an estimated $946.
  • Jaffetilchin Investment Partners first reported a position in MidCap Financial Investment in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's MidCap Financial Investment position peaked at $946 in Q3 2024.
  • 173 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2024.

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