JIP
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Jaffetilchin Investment Partners’s MSCI MSCI Stock Holding History

Jaffetilchin Investment Partners’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-21
Closed -$12.3K – 933
2024
Q3 		$12.3K Buy
+21
New +$11.4K ﹤0.01% 863
2018
Q4 		– Sell
-3,527
Closed -$626K – 320
2018
Q3 		$626K Buy
3,527
+124
+4% +$21.5K 0.13% 128
2018
Q2 		$563K Buy
3,403
+94
+3% +$14.8K 0.13% 147
2018
Q1 		$495K Sell
3,309
-218
-6% -$31.2K 0.11% 157
2017
Q4 		$446K Buy
+3,527
New +$440K 0.15% 126
2017
Q1 		– Sell
-6,903
Closed -$544K – 272
2016
Q4 		$544K Sell
6,903
-1,416
-17% -$114K 0.16% 109
2016
Q3 		$698K Buy
8,319
+1,416
+21% +$120K 0.22% 70
2016
Q2 		$532K Sell
6,903
-4,108
-37% -$311K 0.16% 98
2016
Q1 		$816K Buy
+11,011
New +$761K 0.26% 47
2015
Q1 		– Sell
-6,687
Closed -$317K – 235
2014
Q4 		$317K Buy
+6,687
New +$313K 0.11% 160

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return