WA
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Waverly Advisors’s Jones Lang LaSalle JLL Stock Holding History

Waverly 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
2026
Q1 		– Sell
-923
Closed -$311K – 1650
2025
Q4 		$311K Buy
+923
New +$289K ﹤0.01% 1187
2018
Q1 		– Sell
-7,279
Closed -$1.08M – 279
2017
Q4 		$1.08M Buy
7,279
+43
+0.6% +$6.08K 0.15% 92
2017
Q3 		$894K Hold
7,236
– – 0.19% 92
2017
Q2 		$905K Hold
7,236
– – 0.23% 82
2017
Q1 		$806K Buy
+7,236
New +$787K 0.21% 86
2015
Q4 		– Sell
-165
Closed -$24K – 269
2015
Q3 		$24K Buy
+165
New +$27K 0.02% 235
2014
Q4 		– Sell
-500
Closed -$63K – 550
2014
Q3 		$63K Hold
500
– – 0.03% 193
2014
Q2 		$63K Hold
500
– – 0.03% 206
2014
Q1 		$59K Hold
500
– – 0.03% 203
2013
Q4 		$51K Buy
+500
New +$46.9K 0.02% 329

Other funds holding JLL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return