WealthPLAN Partners’s Jones Lang LaSalle JLL Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-16	Closed	-$2.49K	–	735
2023 Q2	$2.49K	Buy	+16	New	+$2.27K	﹤0.01%	1045
2015 Q4	$1.81K	Buy	+341	New	+$54K	﹤0.01%	1489
2015 Q2	$4K	Buy	+26	New	+$4.39K	﹤0.01%	351

Other funds holding JLL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

WealthPLAN Partners's JLL Position: Q3 2023 in Review

WealthPLAN Partners sold out of Jones Lang LaSalle (JLL) in Q3 2023, closing a stake of 16 shares — an estimated $2.49K sold.

WealthPLAN Partners first reported a position in JLL in Q2 2015 and held it in 3 quarters. The position peaked at $4K in Q2 2015. 374 funds tracked by Wall St. Rank hold JLL as of Q3 2023.

WealthPLAN Partners reported no remaining Jones Lang LaSalle position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 16 Jones Lang LaSalle shares in Q3 2023, an estimated $2.49K.
WealthPLAN Partners first reported a position in Jones Lang LaSalle in Q2 2015 and held it in 3 quarters.
WealthPLAN Partners's Jones Lang LaSalle position peaked at $4K in Q2 2015.
374 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.