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Optimum Investment Advisors’s Jones Lang LaSalle JLL Stock Holding History

Optimum Investment Advisors’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
Q3 		– Sell
-85
Closed -$17K – 882
2021
Q2 		$17K Hold
85
– – 0.01% 683
2021
Q1 		$15K Hold
85
– – ﹤0.01% 714
2020
Q4 		$13K Hold
85
– – ﹤0.01% 686
2020
Q3 		$8K Hold
85
– – ﹤0.01% 721
2020
Q2 		$9K Hold
85
– – ﹤0.01% 708
2020
Q1 		$9K Hold
85
– – ﹤0.01% 693
2019
Q4 		$15K Hold
85
– – ﹤0.01% 716
2019
Q3 		$12K Hold
85
– – ﹤0.01% 755
2019
Q2 		$12K Hold
85
– – ﹤0.01% 750
2019
Q1 		$13K Hold
85
– – ﹤0.01% 762
2018
Q4 		$11K Hold
85
– – ﹤0.01% 750
2018
Q3 		$12K Hold
85
– – ﹤0.01% 814
2018
Q2 		$14K Sell
85
-63
-43% -$10.7K ﹤0.01% 796
2018
Q1 		$26K Buy
+148
New +$23.8K 0.01% 661
2016
Q2 		– Sell
-2,448
Closed -$287K – 285
2016
Q1 		$287K Hold
2,448
– – 0.11% 207
2015
Q4 		$391K Hold
2,448
– – 0.15% 186
2015
Q3 		$352K Buy
+2,448
New +$400K 0.14% 181
2015
Q1 		$392K Hold
2,300
– – 0.12% 185
2014
Q4 		$345K Buy
2,300
+200
+10% +$27.6K 0.11% 189
2014
Q3 		$265K Hold
2,100
– – 0.09% 211
2014
Q2 		$265K Hold
2,100
– – 0.09% 221
2014
Q1 		$249K Hold
2,100
– – 0.09% 200
2013
Q4 		$215K Hold
2,100
– – 0.08% 209
2013
Q3 		$183K Buy
+2,100
New +$187K 0.08% 214

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 $3.37T AUM 44.26% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Optimum Investment Advisors's JLL Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Jones Lang LaSalle (JLL) in Q3 2021, closing a stake of 85 shares — an estimated $17K sold.

Optimum Investment Advisors first reported a position in JLL in Q3 2013 and held it in 24 quarters. The position peaked at $392K in Q1 2015. 432 funds tracked by Wall St. Rank hold JLL as of Q3 2021.

  • Optimum Investment Advisors reported no remaining Jones Lang LaSalle position as of Q3 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 85 Jones Lang LaSalle shares in Q3 2021, an estimated $17K.
  • Optimum Investment Advisors first reported a position in Jones Lang LaSalle in Q3 2013 and held it in 24 quarters.
  • Optimum Investment Advisors's Jones Lang LaSalle position peaked at $392K in Q1 2015.
  • 432 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.