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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

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return