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Carolinas Wealth Consulting’s Jones Lang LaSalle JLL Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-8
Closed -$1.6K – 1110
2023
Q4 		$1.6K Hold
8
– – ﹤0.01% 765
2023
Q3 		$1.08K Sell
8
-2
-20% -$327 ﹤0.01% 817
2023
Q2 		$1.58K Buy
10
+1
+11% +$142 ﹤0.01% 848
2023
Q1 		$1.31K Buy
+9
New +$1.5K ﹤0.01% 857
2020
Q3 		– Sell
-10
Closed -$1K – 971
2020
Q2 		$1K Buy
+10
New +$1.03K ﹤0.01% 581

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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Fidelity Investments
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Carolinas Wealth Consulting's JLL Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Jones Lang LaSalle (JLL) in Q1 2024, closing a stake of 8 shares — an estimated $1.6K sold.

Carolinas Wealth Consulting first reported a position in JLL in Q2 2020 and held it in 5 quarters. The position peaked at $1.6K in Q4 2023. 426 funds tracked by Wall St. Rank hold JLL as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Jones Lang LaSalle position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 8 Jones Lang LaSalle shares in Q1 2024, an estimated $1.6K.
  • Carolinas Wealth Consulting first reported a position in Jones Lang LaSalle in Q2 2020 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Jones Lang LaSalle position peaked at $1.6K in Q4 2023.
  • 426 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.