Concord Wealth Partners’s Jones Lang LaSalle JLL Stock Holding History

Concord Wealth Partners’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
2023 Q4	–	Sell	-13	Closed	-$1.83K	–	931
2023 Q3	$1.83K	Hold	13	–	–	﹤0.01%	877
2023 Q2	$2.02K	Hold	13	–	–	﹤0.01%	863
2023 Q1	$1.89K	Hold	13	–	–	﹤0.01%	822
2022 Q4	$2.07K	Buy	+13	New	+$2.07K	﹤0.01%	927
2022 Q3	–	Sell	-13	Closed	-$2K	–	665
2022 Q2	$2K	Hold	13	–	–	﹤0.01%	1031
2022 Q1	$3K	Hold	13	–	–	﹤0.01%	1024
2021 Q4	$4K	Hold	13	–	–	﹤0.01%	993
2021 Q3	$3K	Hold	13	–	–	﹤0.01%	691
2021 Q2	$3K	Hold	13	–	–	﹤0.01%	824
2021 Q1	$2K	Buy	+13	New	+$2.12K	﹤0.01%	831

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

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors

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

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return