AA
JBGS

Ancora Advisors’s JBG SMITH JBGS Stock Holding History

Ancora Advisors’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
2023
Q1 		– Sell
-72,990
Closed -$1.39M – 2001
2022
Q4 		$1.39M Buy
+72,990
New +$1.41M 0.04% 301
2021
Q1 		– Sell
-37,471
Closed -$1.17M – 1784
2020
Q4 		$1.17M Buy
37,471
+6,990
+23% +$201K 0.04% 336
2020
Q3 		$815K Sell
30,481
-19,900
-39% -$559K 0.03% 351
2020
Q2 		$1.49M Sell
50,381
-57,030
-53% -$1.77M 0.06% 260
2020
Q1 		$3.42M Sell
107,411
-1,430
-1% -$53.7K 0.16% 160
2019
Q4 		$4.34M Sell
108,841
-39,898
-27% -$1.58M 0.16% 161
2019
Q3 		$5.83M Sell
148,739
-13,772
-8% -$537K 0.25% 113
2019
Q2 		$9.02M Buy
162,511
+30,674
+23% +$1.26M 0.4% 86
2019
Q1 		$8.16M Sell
131,837
-57,006
-30% -$2.24M 0.37% 93
2018
Q4 		$8.74M Sell
188,843
-85,886
-31% -$3.23M 0.42% 86
2018
Q3 		$10.1M Buy
274,729
+23,200
+9% +$854K 0.39% 86
2018
Q2 		$9.17M Buy
251,529
+7,174
+3% +$260K 0.4% 83
2018
Q1 		$8.24M Buy
244,355
+75,419
+45% +$2.5M 0.37% 86
2017
Q4 		$5.87M Buy
168,936
+91,064
+117% +$3.01M 0.31% 103
2017
Q3 		$2.66M Buy
+77,872
New +$2.64M 0.15% 182

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ancora Advisors's JBGS Position: Q1 2023 in Review

Ancora Advisors sold out of JBG SMITH (JBGS) in Q1 2023, closing a stake of 72,990 shares — an estimated $1.39M sold.

Ancora Advisors first reported a position in JBGS in Q3 2017 and held it in 15 quarters. The position peaked at $10.1M in Q3 2018. 237 funds tracked by Wall St. Rank hold JBGS as of Q1 2023.

  • Ancora Advisors reported no remaining JBG SMITH position as of Q1 2023 after selling out during the quarter.
  • Ancora Advisors sold 72,990 JBG SMITH shares in Q1 2023, an estimated $1.39M.
  • Ancora Advisors first reported a position in JBG SMITH in Q3 2017 and held it in 15 quarters.
  • Ancora Advisors's JBG SMITH position peaked at $10.1M in Q3 2018.
  • 237 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2023.

Based on Ancora Advisors's 13F filing for Q1 2023, filed 16 May 2023.