OLA
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Oliver Luxxe Assets’s Jones Lang LaSalle JLL Stock Holding History

Oliver Luxxe Assets’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
2026
Q2 		$8.7M Buy
28,072
+341
+1% +$106K 1.28% 20
2026
Q1 		$8.44M Buy
27,731
+697
+3% +$225K 1.26% 12
2025
Q4 		$9.1M Buy
27,034
+329
+1% +$103K 1.38% 15
2025
Q3 		$7.97M Buy
26,705
+1,394
+6% +$398K 1.26% 18
2025
Q2 		$6.47M Buy
25,311
+1,174
+5% +$269K 1.16% 25
2025
Q1 		$5.98M Sell
24,137
-23,032
-49% -$6.06M 1.11% 26
2024
Q4 		$12.3M Buy
47,169
+23,963
+103% +$6.39M 1.09% 22
2024
Q3 		$6.26M Buy
+23,206
New +$5.63M 1.12% 23
2022
Q2 		– Sell
-1,456
Closed -$349K – 197
2022
Q1 		$349K Buy
1,456
+15
+1% +$3.65K 0.09% 167
2021
Q4 		$388K Sell
1,441
-1,526
-51% -$394K 0.1% 149
2021
Q3 		$736K Buy
2,967
+287
+11% +$65.5K 0.2% 107
2021
Q2 		$524K Buy
2,680
+397
+17% +$77.5K 0.14% 121
2021
Q1 		$409K Buy
+2,283
New +$372K 0.12% 135

Other funds holding JLL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
MCRM
Midway Capital Research & Management Chicago, Illinois $126M AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return