LWM
JLL icon

Liberty Wealth Management’s Jones Lang LaSalle JLL Stock Holding History

Liberty 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
Q4 		– Sell
-26
Closed -$6K – 662
2021
Q3 		$6K Buy
26
+5
+24% +$1.14K ﹤0.01% 918
2021
Q2 		$4K Hold
21
– – ﹤0.01% 831
2021
Q1 		$3K Hold
21
– – ﹤0.01% 776
2020
Q4 		$3K Hold
21
– – ﹤0.01% 772
2020
Q3 		$2K Hold
21
– – ﹤0.01% 766
2020
Q2 		$2K Hold
21
– – ﹤0.01% 742
2020
Q1 		$2K Hold
21
– – ﹤0.01% 732
2019
Q4 		$4K Buy
21
+5
+31% +$786 ﹤0.01% 697
2019
Q3 		$2K Hold
16
– – ﹤0.01% 742
2019
Q2 		$2K Hold
16
– – ﹤0.01% 763
2019
Q1 		$2K Hold
16
– – ﹤0.01% 633
2018
Q4 		$2K Buy
+16
New +$2.16K ﹤0.01% 674

Other funds holding JLL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Liberty Wealth Management's JLL Position: Q4 2021 in Review

Liberty Wealth Management sold out of Jones Lang LaSalle (JLL) in Q4 2021, closing a stake of 26 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in JLL in Q4 2018 and held it in 12 quarters. The position peaked at $6K in Q3 2021. 477 funds tracked by Wall St. Rank hold JLL as of Q4 2021.

  • Liberty Wealth Management reported no remaining Jones Lang LaSalle position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 26 Jones Lang LaSalle shares in Q4 2021, an estimated $6K.
  • Liberty Wealth Management first reported a position in Jones Lang LaSalle in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Jones Lang LaSalle position peaked at $6K in Q3 2021.
  • 477 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.