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Caldera Capital’s Jones Lang LaSalle JLL Stock Holding History

Caldera Capital’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
2020
Q1 		$555K Sell
5,500
-9,020
-62% -$1.35M 3.04% 10
2019
Q4 		$2.53M Buy
14,520
+3,700
+34% +$582K 1.56% 11
2019
Q3 		$1.5M Buy
+10,820
New +$1.5M 0.87% 15

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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Caldera Capital's JLL Position: Q1 2020 in Review

Caldera Capital reduced its Jones Lang LaSalle (JLL) stake by 62% in Q1 2020, selling an estimated $1.35M and leaving 5,500 shares worth $555K. The position accounts for 3.04% of the portfolio, ranked #10.

Caldera Capital first reported a position in JLL in Q3 2019 and has held it in 3 quarters since. The position peaked at $2.53M in Q4 2019. 394 funds tracked by Wall St. Rank hold JLL as of Q1 2020.

  • Caldera Capital held 5,500 shares of Jones Lang LaSalle worth $555K as of Q1 2020.
  • Caldera Capital sold 9,020 Jones Lang LaSalle shares in Q1 2020, an estimated $1.35M.
  • Jones Lang LaSalle made up 3.04% of Caldera Capital's portfolio in Q1 2020, its #10 holding.
  • Caldera Capital first reported a position in Jones Lang LaSalle in Q3 2019 and has held it in 3 quarters since.
  • Caldera Capital's Jones Lang LaSalle position peaked at $2.53M in Q4 2019.
  • 394 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q1 2020.

Based on Caldera Capital's 13F filing for Q1 2020, filed 14 May 2020.