ECM
JBGS

Everence Capital Management’s JBG SMITH JBGS Stock Holding History

Everence Capital 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
-11,590
Closed -$203K – 929
2024
Q3 		$203K Hold
11,590
– – 0.01% 710
2024
Q2 		$174K Hold
11,590
– – 0.01% 702
2024
Q1 		$186K Hold
11,590
– – 0.01% 726
2023
Q4 		$197K Hold
11,590
– – 0.01% 705
2023
Q3 		$168K Buy
+11,590
New +$179K 0.01% 700

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 $3.37T AUM 44.26% 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

Everence Capital Management's JBGS Position: Q4 2024 in Review

Everence Capital Management sold out of JBG SMITH (JBGS) in Q4 2024, closing a stake of 11,590 shares — an estimated $203K sold.

Everence Capital Management first reported a position in JBGS in Q3 2023 and held it in 5 quarters. The position peaked at $203K in Q3 2024. 215 funds tracked by Wall St. Rank hold JBGS as of Q4 2024.

  • Everence Capital Management reported no remaining JBG SMITH position as of Q4 2024 after selling out during the quarter.
  • Everence Capital Management sold 11,590 JBG SMITH shares in Q4 2024, an estimated $203K.
  • Everence Capital Management first reported a position in JBG SMITH in Q3 2023 and held it in 5 quarters.
  • Everence Capital Management's JBG SMITH position peaked at $203K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.