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Baldwin Wealth Partners’s Jones Lang LaSalle JLL Stock Holding History

Baldwin Wealth Partners’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
-38
Closed -$10.3K – 649
2024
Q3 		$10.3K Buy
+38
New +$9.21K ﹤0.01% 796
2016
Q3 		– Sell
-125
Closed -$12K – 548
2016
Q2 		$12K Sell
125
-4,178
-97% -$480K ﹤0.01% 382
2016
Q1 		$505K Sell
4,303
-6,564
-60% -$795K 0.09% 145
2015
Q4 		$1.74M Buy
10,867
+90
+0.8% +$14.2K 0.28% 83
2015
Q3 		$1.55M Sell
10,777
-1,759
-14% -$287K 0.26% 88
2015
Q2 		$2.14M Sell
12,536
-370
-3% -$62.5K 0.32% 70
2015
Q1 		$2.2M Buy
12,906
+739
+6% +$117K 0.32% 73
2014
Q4 		$1.82M Buy
12,167
+3,421
+39% +$472K 0.26% 87
2014
Q3 		$1.1M Buy
8,746
+5,601
+178% +$729K 0.16% 127
2014
Q2 		$397K Hold
3,145
– – 0.06% 185
2014
Q1 		$373K Buy
3,145
+2,345
+293% +$270K 0.06% 187
2013
Q4 		$82K Buy
+800
New +$75.1K 0.01% 237

Other funds holding JLL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baldwin Wealth Partners's JLL Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Jones Lang LaSalle (JLL) in Q4 2024, closing a stake of 38 shares — an estimated $10.3K sold.

Baldwin Wealth Partners first reported a position in JLL in Q4 2013 and held it in 12 quarters. The position peaked at $2.2M in Q1 2015. 561 funds tracked by Wall St. Rank hold JLL as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Jones Lang LaSalle position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 38 Jones Lang LaSalle shares in Q4 2024, an estimated $10.3K.
  • Baldwin Wealth Partners first reported a position in Jones Lang LaSalle in Q4 2013 and held it in 12 quarters.
  • Baldwin Wealth Partners's Jones Lang LaSalle position peaked at $2.2M in Q1 2015.
  • 561 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.