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Point View Wealth Management’s Jones Lang LaSalle JLL Stock Holding History

Point View 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
2020
Q4 		$1.35M Sell
9,131
-99
-1% -$12.7K 0.55% 55
2020
Q3 		$883K Buy
9,230
+1,071
+13% +$108K 0.42% 77
2020
Q2 		$844K Buy
8,159
+202
+3% +$20.8K 0.4% 83
2020
Q1 		$803K Sell
7,957
-40
-0.5% -$6.01K 0.44% 79
2019
Q4 		$1.39M Sell
7,997
-123
-2% -$19.3K 0.58% 50
2019
Q3 		$1.13M Sell
8,120
-299
-4% -$41.4K 0.51% 66
2019
Q2 		$1.18M Sell
8,419
-26
-0.3% -$3.7K 0.5% 66
2019
Q1 		$1.3M Sell
8,445
-206
-2% -$31K 0.58% 58
2018
Q4 		$1.09M Sell
8,651
-105
-1% -$14.2K 0.55% 59
2018
Q3 		$1.26M Sell
8,756
-55
-0.6% -$8.64K 0.56% 55
2018
Q2 		$1.46M Sell
8,811
-337
-4% -$57.3K 0.68% 45
2018
Q1 		$1.6M Sell
9,148
-556
-6% -$89.3K 0.77% 38
2017
Q4 		$1.45M Sell
9,704
-594
-6% -$84K 0.69% 43
2017
Q3 		$1.27M Sell
10,298
-643
-6% -$79.5K 0.61% 49
2017
Q2 		$1.37M Buy
10,941
+1,568
+17% +$180K 0.67% 39
2017
Q1 		$1.04M Buy
9,373
+2,898
+45% +$315K 0.54% 62
2016
Q4 		$654K Buy
+6,475
New +$651K 0.38% 99

Other funds holding JLL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Point View Wealth Management's JLL Position: Q4 2020 in Review

Point View Wealth Management reduced its Jones Lang LaSalle (JLL) stake by 1.1% in Q4 2020, selling an estimated $12.7K and leaving 9,131 shares worth $1.35M. The position accounts for 0.55% of the portfolio, ranked #55.

Point View Wealth Management first reported a position in JLL in Q4 2016 and has held it in 17 quarters since. The position peaked at $1.6M in Q1 2018. 360 funds tracked by Wall St. Rank hold JLL as of Q4 2020.

  • Point View Wealth Management held 9,131 shares of Jones Lang LaSalle worth $1.35M as of Q4 2020.
  • Point View Wealth Management sold 99 Jones Lang LaSalle shares in Q4 2020, an estimated $12.7K.
  • Jones Lang LaSalle made up 0.55% of Point View Wealth Management's portfolio in Q4 2020, its #55 holding.
  • Point View Wealth Management first reported a position in Jones Lang LaSalle in Q4 2016 and has held it in 17 quarters since.
  • Point View Wealth Management's Jones Lang LaSalle position peaked at $1.6M in Q1 2018.
  • 360 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.