BAM
JBGS

Byrne Asset Management’s JBG SMITH JBGS Stock Holding History

Byrne Asset Management’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
Q4 		– Sell
-3,000
Closed -$43K – 564
2023
Q3 		$43K Hold
3,000
– – 0.04% 200
2023
Q2 		$45K Hold
3,000
– – 0.03% 250
2023
Q1 		$45K Hold
3,000
– – 0.03% 237
2022
Q4 		$56.9K Hold
3,000
– – 0.04% 209
2022
Q3 		$56K Hold
3,000
– – 0.04% 189
2022
Q2 		$71K Hold
3,000
– – 0.05% 168
2022
Q1 		$88K Buy
+3,000
New +$84.5K 0.05% 176

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Byrne Asset Management's JBGS Position: Q4 2023 in Review

Byrne Asset Management sold out of JBG SMITH (JBGS) in Q4 2023, closing a stake of 3,000 shares — an estimated $43K sold.

Byrne Asset Management first reported a position in JBGS in Q1 2022 and held it in 7 quarters. The position peaked at $88K in Q1 2022. 210 funds tracked by Wall St. Rank hold JBGS as of Q4 2023.

  • Byrne Asset Management reported no remaining JBG SMITH position as of Q4 2023 after selling out during the quarter.
  • Byrne Asset Management sold 3,000 JBG SMITH shares in Q4 2023, an estimated $43K.
  • Byrne Asset Management first reported a position in JBG SMITH in Q1 2022 and held it in 7 quarters.
  • Byrne Asset Management's JBG SMITH position peaked at $88K in Q1 2022.
  • 210 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2023.

Based on Byrne Asset Management's 13F filing for Q4 2023, filed 29 Jan 2024.