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Valeo Financial Advisors’s Jones Lang LaSalle JLL Stock Holding History

Valeo Financial Advisors’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
Q4 		– Sell
-1,000
Closed -$248K – 613
2021
Q3 		$248K Buy
+1,000
New +$228K 0.01% 442
2020
Q3 		– Sell
-21
Closed -$2K – 1874
2020
Q2 		$2K Buy
+21
New +$2.16K ﹤0.01% 1764

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 $3.38T AUM 44.17% 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
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Valeo Financial Advisors's JLL Position: Q4 2021 in Review

Valeo Financial Advisors sold out of Jones Lang LaSalle (JLL) in Q4 2021, closing a stake of 1,000 shares — an estimated $248K sold.

Valeo Financial Advisors first reported a position in JLL in Q2 2020 and held it in 2 quarters. The position peaked at $248K in Q3 2021. 477 funds tracked by Wall St. Rank hold JLL as of Q4 2021.

  • Valeo Financial Advisors reported no remaining Jones Lang LaSalle position as of Q4 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,000 Jones Lang LaSalle shares in Q4 2021, an estimated $248K.
  • Valeo Financial Advisors first reported a position in Jones Lang LaSalle in Q2 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Jones Lang LaSalle position peaked at $248K in Q3 2021.
  • 477 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q4 2021.

Based on Valeo Financial Advisors's 13F filing for Q4 2021, filed 7 Jan 2022.