Riverview Trust Company’s Jones Lang LaSalle JLL Stock Holding History

Riverview Trust Company’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
2024 Q2	–	Sell	-197	Closed	-$38.4K	–	648
2024 Q1	$38.4K	Buy	+197	New	+$35.8K	0.03%	288
2023 Q4	–	Sell	-197	Closed	-$27.8K	–	371
2023 Q3	$27.8K	Hold	197	–	–	0.02%	317
2023 Q2	$30.7K	Sell	197 -78	-28%	-$11.1K	0.03%	272
2023 Q1	$40K	Hold	275	–	–	0.04%	239
2022 Q4	$44K	Buy	275 +78	+40%	+$12.4K	0.04%	231
2022 Q3	$30K	Sell	197 -72	-27%	-$12.5K	0.03%	273
2022 Q2	$47K	Sell	269 -10	-4%	-$1.99K	0.04%	224
2022 Q1	$67K	Buy	279 +82	+42%	+$20K	0.05%	180
2021 Q4	$53	Hold	197	–	–	0.03%	158
2021 Q3	$49K	Hold	197	–	–	0.05%	152
2021 Q2	$39K	Hold	197	–	–	0.04%	165
2021 Q1	$35K	Hold	197	–	–	0.04%	169
2020 Q4	$29K	Hold	197	–	–	0.03%	179
2020 Q3	$19K	Hold	197	–	–	0.02%	199
2020 Q2	$20K	Hold	197	–	–	0.02%	207
2020 Q1	$20K	Hold	197	–	–	0.02%	203
2019 Q4	$34K	Hold	197	–	–	0.02%	196
2019 Q3	$27K	Buy	+197	New	+$27.3K	0.02%	207

Other funds holding JLL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Fidelity Investments

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

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return