Connor, Clark & Lunn Investment Management (CC&L)
JBGS

Connor, Clark & Lunn Investment Management (CC&L)’s JBG SMITH JBGS Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
2024
Q3 		– Sell
-13,944
Closed -$212K – 1548
2024
Q2 		$212K Buy
+13,944
New +$206K ﹤0.01% 1253
2020
Q3 		– Sell
-70,100
Closed -$2.07M – 1022
2020
Q2 		$2.07M Buy
+70,100
New +$2.17M 0.01% 454
2019
Q4 		– Sell
-8,575
Closed -$336K – 1013
2019
Q3 		$336K Buy
+8,575
New +$335K ﹤0.01% 760

Other funds holding JBGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s JBGS Position: Q3 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of JBG SMITH (JBGS) in Q3 2024, closing a stake of 13,944 shares — an estimated $212K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in JBGS in Q3 2019 and held it in 3 quarters. The position peaked at $2.07M in Q2 2020. 214 funds tracked by Wall St. Rank hold JBGS as of Q3 2024.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining JBG SMITH position as of Q3 2024 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 13,944 JBG SMITH shares in Q3 2024, an estimated $212K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in JBG SMITH in Q3 2019 and held it in 3 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s JBG SMITH position peaked at $2.07M in Q2 2020.
  • 214 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q3 2024, filed 8 Nov 2024.