HGWM
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Harvest Group Wealth Management’s Jones Lang LaSalle JLL Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-4
Closed -$1K – 376
2020
Q4 		$1K Hold
4
– – ﹤0.01% 489
2020
Q3 		$0 Buy
+4
New +$403 ﹤0.01% 699
2020
Q1 		– Sell
-15
Closed -$2K – 742
2019
Q4 		$2K Buy
15
+5
+50% +$786 ﹤0.01% 630
2019
Q3 		$1K Sell
10
-4
-29% -$554 ﹤0.01% 870
2019
Q2 		$1K Buy
14
+4
+40% +$569 ﹤0.01% 744
2019
Q1 		$2K Buy
+10
New +$1.5K ﹤0.01% 636

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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 $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return