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Clearstead Advisors’s Jones Lang LaSalle JLL Stock Holding History

Clearstead Advisors’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
2026
Q1 		$10K Sell
33
-868
-96% -$280K ﹤0.01% 1591
2025
Q4 		$303K Buy
901
+766
+567% +$240K ﹤0.01% 811
2025
Q3 		$40.3K Sell
135
-62
-31% -$17.7K ﹤0.01% 1350
2025
Q2 		$50.4K Buy
197
+66
+50% +$15.1K ﹤0.01% 1292
2025
Q1 		$32.5K Buy
131
+14
+12% +$3.68K ﹤0.01% 1282
2024
Q4 		$29.6K Buy
117
+94
+409% +$25.1K ﹤0.01% 1284
2024
Q3 		$6.21K Hold
23
– – ﹤0.01% 1684
2024
Q2 		$4.72K Hold
23
– – ﹤0.01% 1693
2024
Q1 		$4.48K Hold
23
– – ﹤0.01% 1194
2023
Q4 		$4.34K Sell
23
-23
-50% -$3.48K ﹤0.01% 1182
2023
Q3 		$6.5K Buy
+46
New +$7.51K ﹤0.01% 1180

Other funds holding JLL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return