Patriot Financial Group Insurance Agency’s Jones Lang LaSalle JLL Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-147	Closed	-$26K	–	1206
2022 Q2	$26K	Sell	147 -8	-5%	-$1.59K	0.01%	926
2022 Q1	$37K	Buy	155 +17	+12%	+$4.14K	0.01%	876
2021 Q4	$37K	Buy	138 +28	+25%	+$7.22K	0.01%	985
2021 Q3	$27K	Hold	110	–	–	﹤0.01%	1084
2021 Q2	$22K	Hold	110	–	–	﹤0.01%	1134
2021 Q1	$20K	Hold	110	–	–	﹤0.01%	1098
2020 Q4	$16K	Hold	110	–	–	﹤0.01%	1057
2020 Q3	$11K	Hold	110	–	–	﹤0.01%	1003
2020 Q2	$11K	Hold	110	–	–	﹤0.01%	944
2020 Q1	$11K	Buy	110 +64	+139%	+$9.61K	0.01%	832
2019 Q4	$8K	Hold	46	–	–	﹤0.01%	885
2019 Q3	$6K	Buy	+46	New	+$6.37K	﹤0.01%	897

Other funds holding JLL

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JLL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Jones Lang LaSalle (JLL) in Q3 2022, closing a stake of 147 shares — an estimated $26K sold.

Patriot Financial Group Insurance Agency first reported a position in JLL in Q3 2019 and held it in 12 quarters. The position peaked at $37K in Q1 2022. 401 funds tracked by Wall St. Rank hold JLL as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Jones Lang LaSalle position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 147 Jones Lang LaSalle shares in Q3 2022, an estimated $26K.
Patriot Financial Group Insurance Agency first reported a position in Jones Lang LaSalle in Q3 2019 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's Jones Lang LaSalle position peaked at $37K in Q1 2022.
401 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.