Klingman & Associates’s Jones Lang LaSalle JLL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.79M	Sell	19,041 -4,458	-19%	-$1.44M	0.28%	46
2025 Q4	$7.91M	Buy	23,499 +12	+0.1%	+$3.76K	0.38%	41
2025 Q3	$7.01M	Sell	23,487 -6,510	-22%	-$1.86M	0.35%	41
2025 Q2	$7.67M	Buy	29,997 +4,669	+18%	+$1.07M	0.42%	37
2025 Q1	$6.28M	Hold	25,328	–	–	0.38%	39
2024 Q4	$6.41M	Hold	25,328	–	–	0.39%	39
2024 Q3	$6.83M	Hold	25,328	–	–	0.42%	39
2024 Q2	$5.2M	Sell	25,328 -9,685	-28%	-$1.88M	0.35%	39
2024 Q1	$6.83M	Hold	35,013	–	–	0.47%	37
2023 Q4	$6.61M	Sell	35,013 -14,204	-29%	-$2.15M	0.49%	35
2023 Q3	$6.95M	Buy	+49,217	New	+$8.04M	0.56%	33
2018 Q3	–	Sell	-7,500	Closed	-$1.25M	–	106
2018 Q2	$1.25M	Buy	+7,500	New	+$1.27M	0.27%	38