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USA Financial Formulas’s Jones Lang LaSalle JLL Stock Holding History

USA Financial Formulas’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
2025
Q2 		– Sell
-894
Closed -$222K – 309
2025
Q1 		$222K Buy
+894
New +$235K 0.04% 134
2024
Q3 		– Sell
-908
Closed -$186K – 320
2024
Q2 		$186K Buy
+908
New +$176K 0.03% 171
2021
Q4 		– Sell
-1,045
Closed -$259K – 439
2021
Q3 		$259K Buy
+1,045
New +$239K 0.23% 109
2020
Q2 		– Sell
-12
Closed -$1K – 282
2020
Q1 		$1K Buy
+12
New +$1.8K ﹤0.01% 185

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

USA Financial Formulas's JLL Position: Q2 2025 in Review

USA Financial Formulas sold out of Jones Lang LaSalle (JLL) in Q2 2025, closing a stake of 894 shares — an estimated $222K sold.

USA Financial Formulas first reported a position in JLL in Q1 2020 and held it in 4 quarters. The position peaked at $259K in Q3 2021. 544 funds tracked by Wall St. Rank hold JLL as of Q2 2025.

  • USA Financial Formulas reported no remaining Jones Lang LaSalle position as of Q2 2025 after selling out during the quarter.
  • USA Financial Formulas sold 894 Jones Lang LaSalle shares in Q2 2025, an estimated $222K.
  • USA Financial Formulas first reported a position in Jones Lang LaSalle in Q1 2020 and held it in 4 quarters.
  • USA Financial Formulas's Jones Lang LaSalle position peaked at $259K in Q3 2021.
  • 544 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.