EWM
JLL icon

Evercore Wealth Management’s Jones Lang LaSalle JLL Stock Holding History

Evercore 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
2018
Q1 		– Sell
-165
Closed -$25K – 581
2017
Q4 		$25K Hold
165
– – ﹤0.01% 688
2017
Q3 		$20K Hold
165
– – ﹤0.01% 714
2017
Q2 		$21K Sell
165
-240
-59% -$27.6K ﹤0.01% 710
2017
Q1 		$45K Sell
405
-60
-13% -$6.53K ﹤0.01% 617
2016
Q4 		$47K Buy
465
+110
+31% +$11.1K ﹤0.01% 619
2016
Q3 		$41K Hold
355
– – ﹤0.01% 642
2016
Q2 		$35K Hold
355
– – ﹤0.01% 651
2016
Q1 		$41K Buy
355
+95
+37% +$11.5K ﹤0.01% 604
2015
Q4 		$41K Buy
260
+95
+58% +$15K ﹤0.01% 627
2015
Q3 		$24K Hold
165
– – ﹤0.01% 709
2015
Q2 		$28K Hold
165
– – ﹤0.01% 730
2015
Q1 		$28K Hold
165
– – ﹤0.01% 728
2014
Q4 		$24K Hold
165
– – ﹤0.01% 646
2014
Q3 		$21K Hold
165
– – ﹤0.01% 728
2014
Q2 		$21K Hold
165
– – ﹤0.01% 727
2014
Q1 		$19K Hold
165
– – ﹤0.01% 745
2013
Q4 		$17K Sell
165
-2,298
-93% -$216K ﹤0.01% 704
2013
Q3 		$215K Sell
2,463
-4,915
-67% -$438K 0.01% 392
2013
Q2 		$672K Buy
+7,378
New +$694K 0.04% 247

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Evercore Wealth Management's JLL Position: Q1 2018 in Review

Evercore Wealth Management sold out of Jones Lang LaSalle (JLL) in Q1 2018, closing a stake of 165 shares — an estimated $25K sold.

Evercore Wealth Management first reported a position in JLL in Q2 2013 and held it in 19 quarters. The position peaked at $672K in Q2 2013. 391 funds tracked by Wall St. Rank hold JLL as of Q1 2018.

  • Evercore Wealth Management reported no remaining Jones Lang LaSalle position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 165 Jones Lang LaSalle shares in Q1 2018, an estimated $25K.
  • Evercore Wealth Management first reported a position in Jones Lang LaSalle in Q2 2013 and held it in 19 quarters.
  • Evercore Wealth Management's Jones Lang LaSalle position peaked at $672K in Q2 2013.
  • 391 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.