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Cassady Schiller Wealth Management’s Jones Lang LaSalle JLL Stock Holding History

Cassady Schiller 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
2024
Q4 		$759 Hold
3
– – ﹤0.01% 857
2024
Q3 		$809 Hold
3
– – ﹤0.01% 430
2024
Q2 		$616 Hold
3
– – ﹤0.01% 444
2024
Q1 		$585 Buy
+3
New +$546 ﹤0.01% 470

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cassady Schiller Wealth Management's JLL Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Jones Lang LaSalle (JLL) position steady in Q4 2024 at 3 shares worth $759. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Cassady Schiller Wealth Management first reported a position in JLL in Q1 2024 and has held it in 4 quarters since. The position peaked at $809 in Q3 2024. 561 funds tracked by Wall St. Rank hold JLL as of Q4 2024.

  • Cassady Schiller Wealth Management held 3 shares of Jones Lang LaSalle worth $759 as of Q4 2024.
  • Cassady Schiller Wealth Management left its Jones Lang LaSalle share count unchanged in Q4 2024.
  • Jones Lang LaSalle made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #857 holding.
  • Cassady Schiller Wealth Management first reported a position in Jones Lang LaSalle in Q1 2024 and has held it in 4 quarters since.
  • Cassady Schiller Wealth Management's Jones Lang LaSalle position peaked at $809 in Q3 2024.
  • 561 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.