JIP
XYZ

Jaffetilchin Investment Partners’s Block Inc XYZ Stock Holding History

Jaffetilchin Investment Partners’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,884
Closed -$245K – 446
2024
Q4 		$245K Hold
2,884
– – 0.02% 344
2024
Q3 		$194K Sell
2,884
-385
-12% -$24.9K 0.01% 358
2024
Q2 		$211K Buy
3,269
+31
+1% +$2.17K 0.02% 328
2024
Q1 		$274K Sell
3,238
-833
-20% -$60.3K 0.02% 303
2023
Q4 		$315K Buy
+4,071
New +$230K 0.03% 279
2023
Q3 		– Sell
-4,274
Closed -$285K – 383
2023
Q2 		$285K Sell
4,274
-480
-10% -$30K 0.03% 295
2023
Q1 		$326K Buy
+4,754
New +$356K 0.04% 272
2022
Q3 		– Sell
-4,852
Closed -$298K – 349
2022
Q2 		$298K Sell
4,852
-1,269
-21% -$116K 0.04% 254
2022
Q1 		$464K Sell
6,121
-689
-10% -$83.4K 0.05% 194
2021
Q4 		$1.1M Sell
6,810
-3,657
-35% -$792K 0.1% 133
2021
Q3 		$2.51M Sell
10,467
-6,756
-39% -$1.74M 0.27% 66
2021
Q2 		$4.02M Buy
17,223
+10,377
+152% +$2.41M 0.28% 64
2021
Q1 		$1.55M Buy
6,846
+30
+0.4% +$7.02K 0.18% 103
2020
Q4 		$1.48M Buy
6,816
+4,996
+275% +$975K 0.21% 79
2020
Q3 		$296K Buy
+1,820
New +$257K 0.05% 190

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Jaffetilchin Investment Partners's XYZ Position: Q1 2025 in Review

Jaffetilchin Investment Partners sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 2,884 shares — an estimated $245K sold.

Jaffetilchin Investment Partners first reported a position in XYZ in Q3 2020 and held it in 15 quarters. The position peaked at $4.02M in Q2 2021. 1,010 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Jaffetilchin Investment Partners reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 2,884 Block Inc shares in Q1 2025, an estimated $245K.
  • Jaffetilchin Investment Partners first reported a position in Block Inc in Q3 2020 and held it in 15 quarters.
  • Jaffetilchin Investment Partners's Block Inc position peaked at $4.02M in Q2 2021.
  • 1,010 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2025, filed 24 Apr 2025.