LWM
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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 $11.2B AUM 0.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
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
MC
Maverick Capital Dallas, Texas $8.6B AUM 48.76% 1-Year Est. Return