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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 – 930
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

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Jaffetilchin Investment Partners sold out of MSCI (MSCI) in Q4 2024, closing a stake of 21 shares — an estimated $12.3K sold.

Jaffetilchin Investment Partners first reported a position in MSCI in Q4 2014 and held it in 10 quarters. The position peaked at $816K in Q1 2016. 1,071 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining MSCI position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 21 MSCI shares in Q4 2024, an estimated $12.3K.
  • Jaffetilchin Investment Partners first reported a position in MSCI in Q4 2014 and held it in 10 quarters.
  • Jaffetilchin Investment Partners's MSCI position peaked at $816K in Q1 2016.
  • 1,071 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

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