Polaris Wealth Advisory Group’s Jones Lang LaSalle JLL Stock Holding History

Polaris Wealth Advisory Group’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 Q2	–	Sell	-1,000	Closed	-$221K	–	158
2022 Q1	$221K	Hold	1,000	–	–	0.01%	146
2021 Q4	$269K	Hold	1,000	–	–	0.02%	155
2021 Q3	$253K	Buy	+1,000	New	+$228K	0.02%	146
2019 Q2	–	Sell	-1,986	Closed	-$309K	–	158
2019 Q1	$309K	Buy	+1,986	New	+$299K	0.02%	132

Other funds holding JLL

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Polaris Wealth Advisory Group's JLL Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of Jones Lang LaSalle (JLL) in Q2 2022, closing a stake of 1,000 shares — an estimated $221K sold.

Polaris Wealth Advisory Group first reported a position in JLL in Q1 2019 and held it in 4 quarters. The position peaked at $309K in Q1 2019. 436 funds tracked by Wall St. Rank hold JLL as of Q2 2022.

Polaris Wealth Advisory Group reported no remaining Jones Lang LaSalle position as of Q2 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 1,000 Jones Lang LaSalle shares in Q2 2022, an estimated $221K.
Polaris Wealth Advisory Group first reported a position in Jones Lang LaSalle in Q1 2019 and held it in 4 quarters.
Polaris Wealth Advisory Group's Jones Lang LaSalle position peaked at $309K in Q1 2019.
436 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.