ECM
JBGS

Evergreen Capital Management’s JBG SMITH JBGS Stock Holding History

Evergreen 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
2023
Q4 		– Sell
-10,970
Closed -$159K – 876
2023
Q3 		$159K Sell
10,970
-1,871
-15% -$29K 0.01% 733
2023
Q2 		$193K Buy
+12,841
New +$187K 0.01% 736

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

Evergreen Capital Management's JBGS Position: Q4 2023 in Review

Evergreen Capital Management sold out of JBG SMITH (JBGS) in Q4 2023, closing a stake of 10,970 shares — an estimated $159K sold.

Evergreen Capital Management first reported a position in JBGS in Q2 2023 and held it in 2 quarters. The position peaked at $193K in Q2 2023. 210 funds tracked by Wall St. Rank hold JBGS as of Q4 2023.

  • Evergreen Capital Management reported no remaining JBG SMITH position as of Q4 2023 after selling out during the quarter.
  • Evergreen Capital Management sold 10,970 JBG SMITH shares in Q4 2023, an estimated $159K.
  • Evergreen Capital Management first reported a position in JBG SMITH in Q2 2023 and held it in 2 quarters.
  • Evergreen Capital Management's JBG SMITH position peaked at $193K in Q2 2023.
  • 210 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2023.

Based on Evergreen Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.