Berman Capital Advisors’s JBG SMITH JBGS Stock Holding History

Berman Capital 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
2021 Q3	$4K	Buy	141 +4	+3%	+$123	﹤0.01%	1491
2021 Q2	$3K	Buy	137 +13	+10%	+$424	﹤0.01%	1496
2021 Q1	$3K	Buy	124 +52	+72%	+$1.65K	﹤0.01%	1421
2020 Q4	$2K	Buy	72 +29	+67%	+$836	﹤0.01%	1411
2020 Q3	$1K	Sell	43 -186	-81%	-$5.22K	﹤0.01%	1463
2020 Q2	$6K	Buy	229 +223	+3,717%	+$6.91K	﹤0.01%	938
2020 Q1	$0	Hold	6	–	–	﹤0.01%	1567
2019 Q4	$0	Hold	6	–	–	﹤0.01%	1502
2019 Q3	$0	Hold	6	–	–	﹤0.01%	1507
2019 Q2	$0	Hold	6	–	–	﹤0.01%	1528
2019 Q1	$0	Hold	6	–	–	﹤0.01%	1400
2018 Q4	$0	Buy	+6	New	+$226	﹤0.01%	1185

Other funds holding JBGS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's JBGS Position: Q3 2021 in Review

Berman Capital Advisors increased its JBG SMITH (JBGS) stake by 2.9% in Q3 2021, buying an estimated $123 and bringing the position to 141 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Berman Capital Advisors first reported a position in JBGS in Q4 2018 and has held it in 12 quarters since. The position peaked at $6K in Q2 2020. 238 funds tracked by Wall St. Rank hold JBGS as of Q3 2021.

Berman Capital Advisors held 141 shares of JBG SMITH worth $4K as of Q3 2021.
Berman Capital Advisors bought 4 JBG SMITH shares in Q3 2021, an estimated $123.
JBG SMITH made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1491 holding.
Berman Capital Advisors first reported a position in JBG SMITH in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's JBG SMITH position peaked at $6K in Q2 2020.
238 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.