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Evoke Wealth’s Jones Lang LaSalle JLL Stock Holding History

Evoke Wealth’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
2020
Q4 		– Sell
-180
Closed -$17K – 1063
2020
Q3 		$17K Buy
+180
New +$18.1K ﹤0.01% 499
2020
Q1 		– Sell
-27
Closed -$4.7K – 1252
2019
Q4 		$4.7K Hold
27
– – ﹤0.01% 925
2019
Q3 		$3.75K Buy
+27
New +$3.74K ﹤0.01% 1075

Other funds holding JLL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Evoke Wealth's JLL Position: Q4 2020 in Review

Evoke Wealth sold out of Jones Lang LaSalle (JLL) in Q4 2020, closing a stake of 180 shares — an estimated $17K sold.

Evoke Wealth first reported a position in JLL in Q3 2019 and held it in 3 quarters. The position peaked at $17K in Q3 2020. 360 funds tracked by Wall St. Rank hold JLL as of Q4 2020.

  • Evoke Wealth reported no remaining Jones Lang LaSalle position as of Q4 2020 after selling out during the quarter.
  • Evoke Wealth sold 180 Jones Lang LaSalle shares in Q4 2020, an estimated $17K.
  • Evoke Wealth first reported a position in Jones Lang LaSalle in Q3 2019 and held it in 3 quarters.
  • Evoke Wealth's Jones Lang LaSalle position peaked at $17K in Q3 2020.
  • 360 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q4 2020.

Based on Evoke Wealth's 13F filing for Q4 2020, filed 12 Feb 2021.