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Summit Financial’s Jones Lang LaSalle JLL Stock Holding History

Summit Financial’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
-1,010
Closed -$242K – 243
2022
Q1 		$242K Hold
1,010
– – 0.02% 231
2021
Q4 		$272K Sell
1,010
-7
-0.7% -$1.8K 0.02% 220
2021
Q3 		$252K Buy
+1,017
New +$232K 0.02% 205

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

Summit Financial's JLL Position: Q2 2022 in Review

Summit Financial sold out of Jones Lang LaSalle (JLL) in Q2 2022, closing a stake of 1,010 shares — an estimated $242K sold.

Summit Financial first reported a position in JLL in Q3 2021 and held it in 3 quarters. The position peaked at $272K in Q4 2021. 436 funds tracked by Wall St. Rank hold JLL as of Q2 2022.

  • Summit Financial reported no remaining Jones Lang LaSalle position as of Q2 2022 after selling out during the quarter.
  • Summit Financial sold 1,010 Jones Lang LaSalle shares in Q2 2022, an estimated $242K.
  • Summit Financial first reported a position in Jones Lang LaSalle in Q3 2021 and held it in 3 quarters.
  • Summit Financial's Jones Lang LaSalle position peaked at $272K in Q4 2021.
  • 436 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2022.

Based on Summit Financial's 13F filing for Q2 2022, filed 12 Aug 2022.