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Steward Financial Group’s Jones Lang LaSalle JLL Stock Holding History

Steward Financial 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
2023
Q3 		$5K Buy
+38
New +$6.21K ﹤0.01% 617
2023
Q2 		– Sell
-25
Closed -$3K – 738
2023
Q1 		$3K Buy
25
+14
+127% +$2.33K ﹤0.01% 423
2022
Q4 		$1K Buy
+11
New +$1.75K ﹤0.01% 431

Other funds holding JLL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
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

Steward Financial Group's JLL Position: Q3 2023 in Review

Steward Financial Group opened a new position in Jones Lang LaSalle (JLL) in Q3 2023: 38 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #617 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in JLL as recently as Q1 2023.

Steward Financial Group first reported a position in JLL in Q4 2022 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold JLL as of Q3 2023.

  • Steward Financial Group held 38 shares of Jones Lang LaSalle worth $5K as of Q3 2023.
  • Jones Lang LaSalle was a new Steward Financial Group position in Q3 2023.
  • Jones Lang LaSalle made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #617 holding.
  • Steward Financial Group first reported a position in Jones Lang LaSalle in Q4 2022 and has held it in 3 quarters since.
  • 374 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.