AC
JBGS

Allstate Corporation’s JBG SMITH JBGS Stock Holding History

Allstate Corporation’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-29,201
Closed -$470K – 373
2025
Q1 		$470K Sell
29,201
-1,716
-6% -$26.1K 0.01% 514
2024
Q4 		$475K Buy
+30,917
New +$518K 0.01% 502
2021
Q3 		– Sell
-24,327
Closed -$767K – 710
2021
Q2 		$767K Sell
24,327
-39
-0.2% -$1.27K 0.03% 384
2021
Q1 		$775K Buy
24,366
+1,522
+7% +$48.2K 0.02% 387
2020
Q4 		$714K Buy
22,844
+323
+1% +$9.31K 0.02% 366
2020
Q3 		$602K Buy
22,521
+2,098
+10% +$58.9K 0.02% 356
2020
Q2 		$604K Buy
20,423
+10,450
+105% +$324K 0.02% 376
2020
Q1 		$317K Sell
9,973
-64,493
-87% -$2.42M 0.01% 483
2019
Q4 		$2.97M Hold
74,466
– – 0.05% 219
2019
Q3 		$2.92M Hold
74,466
– – 0.05% 212
2019
Q2 		$2.93M Hold
74,466
– – 0.05% 213
2019
Q1 		$3.08M Hold
74,466
– – 0.08% 186
2018
Q4 		$2.59M Buy
+74,466
New +$2.8M 0.09% 189

Other funds holding JBGS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return