GWS
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Glassman Wealth Services’s Jones Lang LaSalle JLL Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-47
Closed -$8.88K – 1016
2023
Q4 		$8.88K Sell
47
-34
-42% -$5.14K ﹤0.01% 915
2023
Q3 		$11.4K Hold
81
– – ﹤0.01% 819
2023
Q2 		$12.6K Hold
81
– – ﹤0.01% 752
2023
Q1 		$11.8K Buy
81
+1
+1% +$167 ﹤0.01% 774
2022
Q4 		$12.8K Buy
80
+13
+19% +$2.07K ﹤0.01% 767
2022
Q3 		$10K Buy
67
+56
+509% +$9.76K ﹤0.01% 794
2022
Q2 		$2K Sell
11
-1
-8% -$199 ﹤0.01% 1250
2022
Q1 		$3K Buy
12
+6
+100% +$1.46K ﹤0.01% 1141
2021
Q4 		$2K Buy
6
+3
+100% +$774 ﹤0.01% 1210
2021
Q3 		$1K Buy
+3
New +$685 ﹤0.01% 1379
2020
Q2 		– Sell
-1
Closed – – 1385
2020
Q1 		$0 Buy
+1
New +$150 ﹤0.01% 1344

Other funds holding JLL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return