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Baystate Wealth Management’s Jones Lang LaSalle JLL Stock Holding History

Baystate Wealth Management’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
2023
Q3 		– Sell
-26
Closed -$4.05K – 1066
2023
Q2 		$4.05K Hold
26
– – ﹤0.01% 735
2023
Q1 		$3.78K Buy
+26
New +$4.33K ﹤0.01% 731

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Baystate Wealth Management's JLL Position: Q3 2023 in Review

Baystate Wealth Management sold out of Jones Lang LaSalle (JLL) in Q3 2023, closing a stake of 26 shares — an estimated $4.05K sold.

Baystate Wealth Management first reported a position in JLL in Q1 2023 and held it in 2 quarters. The position peaked at $4.05K in Q2 2023. 374 funds tracked by Wall St. Rank hold JLL as of Q3 2023.

  • Baystate Wealth Management reported no remaining Jones Lang LaSalle position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 26 Jones Lang LaSalle shares in Q3 2023, an estimated $4.05K.
  • Baystate Wealth Management first reported a position in Jones Lang LaSalle in Q1 2023 and held it in 2 quarters.
  • Baystate Wealth Management's Jones Lang LaSalle position peaked at $4.05K in Q2 2023.
  • 374 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.