Edgestream Partners’s JBG SMITH JBGS Stock Holding History

Edgestream Partners’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	-12,527	Closed	-$181K	–	948
2023 Q3	$181K	Buy	+12,527	New	+$194K	0.01%	790

Other funds holding JBGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Edgestream Partners's JBGS Position: Q4 2023 in Review

Edgestream Partners sold out of JBG SMITH (JBGS) in Q4 2023, closing a stake of 12,527 shares — an estimated $181K sold.

Edgestream Partners first reported a position in JBGS in Q3 2023 and held it in 1 quarter. The position peaked at $181K in Q3 2023. 210 funds tracked by Wall St. Rank hold JBGS as of Q4 2023.

Edgestream Partners reported no remaining JBG SMITH position as of Q4 2023 after selling out during the quarter.
Edgestream Partners sold 12,527 JBG SMITH shares in Q4 2023, an estimated $181K.
Edgestream Partners first reported a position in JBG SMITH in Q3 2023 and held it in 1 quarter.
Edgestream Partners's JBG SMITH position peaked at $181K in Q3 2023.
210 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2023.

Based on Edgestream Partners's 13F filing for Q4 2023, filed 14 Feb 2024.