CAM
JBGS

Cresset Asset Management’s JBG SMITH JBGS Stock Holding History

Cresset 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
2024
Q4 		– Sell
-22,755
Closed -$398K – 1989
2024
Q3 		$398K Buy
22,755
+6,940
+44% +$118K ﹤0.01% 1654
2024
Q2 		$241K Buy
15,815
+1,609
+11% +$23.8K ﹤0.01% 1819
2024
Q1 		$228K Buy
+14,206
New +$237K ﹤0.01% 1713
2023
Q4 		– Sell
-11,129
Closed -$161K – 1886
2023
Q3 		$161K Sell
11,129
-2,798
-20% -$43.3K ﹤0.01% 1664
2023
Q2 		$209K Buy
+13,927
New +$203K ﹤0.01% 1719

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
LPC
Long Pond Capital New York $1.04B AUM 2.38% 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 $3.38T AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cresset Asset Management's JBGS Position: Q4 2024 in Review

Cresset Asset Management sold out of JBG SMITH (JBGS) in Q4 2024, closing a stake of 22,755 shares — an estimated $398K sold.

Cresset Asset Management first reported a position in JBGS in Q2 2023 and held it in 5 quarters. The position peaked at $398K in Q3 2024. 215 funds tracked by Wall St. Rank hold JBGS as of Q4 2024.

  • Cresset Asset Management reported no remaining JBG SMITH position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 22,755 JBG SMITH shares in Q4 2024, an estimated $398K.
  • Cresset Asset Management first reported a position in JBG SMITH in Q2 2023 and held it in 5 quarters.
  • Cresset Asset Management's JBG SMITH position peaked at $398K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.