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Summit Wealth Group’s Jones Lang LaSalle JLL Stock Holding History

Summit Wealth 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
2021
Q3 		– Sell
-4
Closed -$1K – 139
2021
Q2 		$1K Hold
4
– – ﹤0.01% 189
2021
Q1 		$1K Buy
+4
New +$652 ﹤0.01% 168

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 $11.2B AUM 0.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Summit Wealth Group's JLL Position: Q3 2021 in Review

Summit Wealth Group sold out of Jones Lang LaSalle (JLL) in Q3 2021, closing a stake of 4 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in JLL in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 432 funds tracked by Wall St. Rank hold JLL as of Q3 2021.

  • Summit Wealth Group reported no remaining Jones Lang LaSalle position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 4 Jones Lang LaSalle shares in Q3 2021, an estimated $1K.
  • Summit Wealth Group first reported a position in Jones Lang LaSalle in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's Jones Lang LaSalle position peaked at $1K in Q2 2021.
  • 432 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.