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Sequoia Financial Advisors’s Jones Lang LaSalle JLL Stock Holding History

Sequoia Financial 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
2026
Q1 		$1.83M Sell
6,017
-439
-7% -$142K 0.01% 633
2025
Q4 		$2.17M Buy
6,456
+2,977
+86% +$933K 0.01% 546
2025
Q3 		$1.04M Buy
3,479
+816
+31% +$233K 0.01% 759
2025
Q2 		$681K Buy
2,663
+1,213
+84% +$278K ﹤0.01% 863
2025
Q1 		$359K Buy
1,450
+123
+9% +$32.4K ﹤0.01% 994
2024
Q4 		$336K Buy
1,327
+26
+2% +$6.93K ﹤0.01% 977
2024
Q3 		$351K Buy
1,301
+143
+12% +$34.7K ﹤0.01% 903
2024
Q2 		$238K Buy
1,158
+14
+1% +$2.72K ﹤0.01% 1006
2024
Q1 		$223K Buy
1,144
+4
+0.4% +$728 ﹤0.01% 999
2023
Q4 		$215K Buy
+1,140
New +$172K ﹤0.01% 1083

Other funds holding JLL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return