GDP
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Great Diamond Partners’s Jones Lang LaSalle JLL Stock Holding History

Great Diamond Partners’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
2022
Q2 		– Sell
-966
Closed -$231K – 216
2022
Q1 		$231K Buy
966
+7
+0.7% +$1.71K 0.06% 199
2021
Q4 		$258K Buy
959
+21
+2% +$5.42K 0.07% 191
2021
Q3 		$232K Buy
+938
New +$214K 0.06% 189
2020
Q1 		– Sell
-721
Closed -$125K – 382
2019
Q4 		$125K Buy
+721
New +$113K 0.05% 197

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Cohen & Steers
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
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State Street
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AI
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return