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West Oak Capital’s Jones Lang LaSalle JLL Stock Holding History

West Oak Capital’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
Q4 		– Sell
-50
Closed -$7K – 312
2023
Q3 		$7K Hold
50
– – ﹤0.01% 258
2023
Q2 		$7.79K Hold
50
– – ﹤0.01% 259
2023
Q1 		$7.28K Buy
+50
New +$8.33K ﹤0.01% 259
2022
Q4 		– Sell
-50
Closed -$8K – 306
2022
Q3 		$8K Hold
50
– – ﹤0.01% 255
2022
Q2 		$9K Hold
50
– – ﹤0.01% 250
2022
Q1 		$12K Hold
50
– – 0.01% 254
2021
Q4 		$13K Hold
50
– – ﹤0.01% 257
2021
Q3 		$12K Buy
+50
New +$11.4K ﹤0.01% 271
2019
Q1 		– Sell
-75
Closed -$9.49K – 317
2018
Q4 		$9.49K Hold
75
– – 0.01% 247
2018
Q3 		$10.8K Hold
75
– – 0.01% 261
2018
Q2 		$12.4K Hold
75
– – 0.01% 249
2018
Q1 		$13.1K Buy
+75
New +$12K 0.01% 256

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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

West Oak Capital's JLL Position: Q4 2023 in Review

West Oak Capital sold out of Jones Lang LaSalle (JLL) in Q4 2023, closing a stake of 50 shares — an estimated $7K sold.

West Oak Capital first reported a position in JLL in Q1 2018 and held it in 12 quarters. The position peaked at $13.1K in Q1 2018. 394 funds tracked by Wall St. Rank hold JLL as of Q4 2023.

  • West Oak Capital reported no remaining Jones Lang LaSalle position as of Q4 2023 after selling out during the quarter.
  • West Oak Capital sold 50 Jones Lang LaSalle shares in Q4 2023, an estimated $7K.
  • West Oak Capital first reported a position in Jones Lang LaSalle in Q1 2018 and held it in 12 quarters.
  • West Oak Capital's Jones Lang LaSalle position peaked at $13.1K in Q1 2018.
  • 394 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q4 2023.

Based on West Oak Capital's 13F filing for Q4 2023, filed 18 Jan 2024.