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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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return