American Trust’s Jones Lang LaSalle JLL Stock Holding History

American Trust’s Portfolio JLL Stock Details JLL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-772	Closed	-$208K	–	324
2024 Q3	$208K	Buy	+772	New	+$187K	0.02%	244

Other funds holding JLL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Trust's JLL Position: Q4 2024 in Review

American Trust sold out of Jones Lang LaSalle (JLL) in Q4 2024, closing a stake of 772 shares — an estimated $208K sold.

American Trust first reported a position in JLL in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 561 funds tracked by Wall St. Rank hold JLL as of Q4 2024.

American Trust reported no remaining Jones Lang LaSalle position as of Q4 2024 after selling out during the quarter.
American Trust sold 772 Jones Lang LaSalle shares in Q4 2024, an estimated $208K.
American Trust first reported a position in Jones Lang LaSalle in Q3 2024 and held it in 1 quarter.
American Trust's Jones Lang LaSalle position peaked at $208K in Q3 2024.
561 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q4 2024.

Based on American Trust's 13F filing for Q4 2024, filed 18 Feb 2025.