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Cypress Point Wealth Management’s Jones Lang LaSalle JLL Stock Holding History

Cypress Point 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
2021
Q1 		– Sell
-3,555
Closed -$527K – 150
2020
Q4 		$527K Buy
+3,555
New +$456K 0.8% 43

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cypress Point Wealth Management's JLL Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of Jones Lang LaSalle (JLL) in Q1 2021, closing a stake of 3,555 shares — an estimated $527K sold.

Cypress Point Wealth Management first reported a position in JLL in Q4 2020 and held it in 1 quarter. The position peaked at $527K in Q4 2020. 378 funds tracked by Wall St. Rank hold JLL as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining Jones Lang LaSalle position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 3,555 Jones Lang LaSalle shares in Q1 2021, an estimated $527K.
  • Cypress Point Wealth Management first reported a position in Jones Lang LaSalle in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's Jones Lang LaSalle position peaked at $527K in Q4 2020.
  • 378 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.