Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BSW
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
$5.7T AUM
30.48%
1-Year Est. Return
GIM
Generation Investment Management
London, United Kingdom
$11.2B AUM
0.58%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
EIG
EdgePoint Investment Group
Toronto, Ontario, Canada
$12.5B AUM
31.7%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
AI
Ariel Investments
Chicago, Illinois
$8.93B AUM
29.58%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close