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Stonebridge Financial Planning Group’s Jones Lang LaSalle JLL Stock Holding History

Stonebridge Financial Planning 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
-842
Closed -$202K – 118
2022
Q1 		$202K Hold
842
– – 0.11% 109
2021
Q4 		$204K Hold
842
– – 0.11% 120
2021
Q3 		$223K Buy
842
+240
+40% +$54.8K 0.11% 115
2021
Q2 		$117K Hold
602
– – 0.06% 145
2021
Q1 		$110K Sell
602
-349
-37% -$56.9K 0.06% 150
2020
Q4 		$141K Buy
+951
New +$122K 0.09% 121

Other funds holding JLL

Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 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

Stonebridge Financial Planning Group's JLL Position: Q2 2022 in Review

Stonebridge Financial Planning Group sold out of Jones Lang LaSalle (JLL) in Q2 2022, closing a stake of 842 shares — an estimated $202K sold.

Stonebridge Financial Planning Group first reported a position in JLL in Q4 2020 and held it in 6 quarters. The position peaked at $223K in Q3 2021. 436 funds tracked by Wall St. Rank hold JLL as of Q2 2022.

  • Stonebridge Financial Planning Group reported no remaining Jones Lang LaSalle position as of Q2 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 842 Jones Lang LaSalle shares in Q2 2022, an estimated $202K.
  • Stonebridge Financial Planning Group first reported a position in Jones Lang LaSalle in Q4 2020 and held it in 6 quarters.
  • Stonebridge Financial Planning Group's Jones Lang LaSalle position peaked at $223K in Q3 2021.
  • 436 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2022, filed 1 Aug 2022.