Ellevest Inc’s Jones Lang LaSalle JLL Stock Holding History

Ellevest Inc’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
2025 Q2	–	Sell	-1,207	Closed	-$299K	–	413
2025 Q1	$299K	Sell	1,207 -119	-9%	-$31.3K	0.02%	291
2024 Q4	$336K	Buy	1,326 +47	+4%	+$12.5K	0.02%	285
2024 Q3	$345K	Buy	+1,279	New	+$310K	0.02%	297
2023 Q2	–	Sell	-288	Closed	-$41.9K	–	999
2023 Q1	$41.9K	Sell	288 -263	-48%	-$43.8K	﹤0.01%	645
2022 Q4	$87.8K	Buy	551 +181	+49%	+$28.9K	0.01%	473
2022 Q3	$56K	Buy	370 +83	+29%	+$14.5K	0.01%	550
2022 Q2	$50K	Buy	287 +165	+135%	+$32.9K	﹤0.01%	565
2022 Q1	$29K	Buy	122 +113	+1,256%	+$27.5K	﹤0.01%	651
2021 Q4	$2K	Buy	9 +6	+200%	+$1.55K	﹤0.01%	1168
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	1271
2021 Q2	$1K	Sell	3 -3	-50%	-$586	﹤0.01%	1164
2021 Q1	$1K	Buy	6 +3	+100%	+$489	﹤0.01%	1167
2020 Q4	$0	Hold	3	–	–	﹤0.01%	1270
2020 Q3	$0	Buy	+3	New	+$302	﹤0.01%	1224

Other funds holding JLL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return