Buckingham Strategic Wealth’s Jones Lang LaSalle JLL Stock Holding History

Buckingham Strategic Wealth’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 Q2	$293K	Buy	1,426 +7	+0.5%	+$1.36K	﹤0.01%	603
2024 Q1	$277K	Sell	1,419 -6	-0.4%	-$1.09K	﹤0.01%	612
2023 Q4	$269K	Buy	+1,425	New	+$216K	﹤0.01%	597
2023 Q3	–	Sell	-1,374	Closed	-$214K	–	699
2023 Q2	$214K	Sell	1,374 -94	-6%	-$13.3K	﹤0.01%	624
2023 Q1	$234K	Hold	1,468	–	–	﹤0.01%	535
2022 Q4	$234K	Buy	1,468 +39	+3%	+$6.22K	﹤0.01%	537
2022 Q3	$216K	Buy	1,429 +24	+2%	+$4.18K	﹤0.01%	532
2022 Q2	$246K	Buy	1,405 +22	+2%	+$4.38K	﹤0.01%	508
2022 Q1	$331K	Buy	1,383 +13	+0.9%	+$3.17K	0.01%	447
2021 Q4	$369K	Buy	1,370 +6	+0.4%	+$1.55K	0.01%	424
2021 Q3	$338K	Buy	1,364 +52	+4%	+$11.9K	0.01%	440
2021 Q2	$256K	Buy	+1,312	New	+$256K	0.01%	496

Other funds holding JLL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Buckingham Strategic Wealth's JLL Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Jones Lang LaSalle (JLL) stake by 0.49% in Q2 2024, buying an estimated $1.36K and bringing the position to 1,426 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Buckingham Strategic Wealth first reported a position in JLL in Q2 2021 and has held it in 12 quarters since. The position peaked at $369K in Q4 2021. 438 funds tracked by Wall St. Rank hold JLL as of Q2 2024.

Buckingham Strategic Wealth held 1,426 shares of Jones Lang LaSalle worth $293K as of Q2 2024.
Buckingham Strategic Wealth bought 7 Jones Lang LaSalle shares in Q2 2024, an estimated $1.36K.
Jones Lang LaSalle made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #603 holding.
Buckingham Strategic Wealth first reported a position in Jones Lang LaSalle in Q2 2021 and has held it in 12 quarters since.
Buckingham Strategic Wealth's Jones Lang LaSalle position peaked at $369K in Q4 2021.
438 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.