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	–	926
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 $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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Concord Wealth Partners's JLL Position: Q4 2023 in Review

Concord Wealth Partners sold out of Jones Lang LaSalle (JLL) in Q4 2023, closing a stake of 13 shares — an estimated $1.83K sold.

Concord Wealth Partners first reported a position in JLL in Q1 2021 and held it in 10 quarters. The position peaked at $4K in Q4 2021. 394 funds tracked by Wall St. Rank hold JLL as of Q4 2023.

Concord Wealth Partners reported no remaining Jones Lang LaSalle position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 13 Jones Lang LaSalle shares in Q4 2023, an estimated $1.83K.
Concord Wealth Partners first reported a position in Jones Lang LaSalle in Q1 2021 and held it in 10 quarters.
Concord Wealth Partners's Jones Lang LaSalle position peaked at $4K in Q4 2021.
394 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.