HCA
JBGS

Harbor Capital Advisors’s JBG SMITH JBGS Stock Holding History

Harbor Capital Advisors’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
2025
Q1 		– Sell
-63,328
Closed -$973K – 1473
2024
Q4 		$973K Buy
63,328
+13,100
+26% +$219K 0.04% 455
2024
Q3 		$878K Sell
50,228
-10,293
-17% -$174K 0.04% 477
2024
Q2 		$922K Buy
60,521
+27,399
+83% +$406K 0.07% 379
2024
Q1 		$532K Buy
+33,122
New +$552K 0.07% 381
2023
Q1 		– Sell
-4,166
Closed -$79.1K – 261
2022
Q4 		$79.1K Buy
4,166
+371
+10% +$7.17K 0.08% 115
2022
Q3 		$71K Sell
3,795
-2,557
-40% -$58.6K 0.07% 140
2022
Q2 		$150K Buy
6,352
+298
+5% +$7.71K 0.11% 112
2022
Q1 		$177K Buy
+6,054
New +$171K 0.08% 101

Other funds holding JBGS

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return