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	–	2004
2022 Q4	$1.39M	Buy	+72,990	New	+$1.41M	0.04%	301
2021 Q1	–	Sell	-37,471	Closed	-$1.17M	–	1789
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	0.26%	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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return