HI
JBGS

Harbour Investments’s JBG SMITH JBGS Stock Holding History

Harbour Investments’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
-25
Closed -$437 – 3541
2024
Q3 		$437 Hold
25
– – ﹤0.01% 3211
2024
Q2 		$381 Hold
25
– – ﹤0.01% 3111
2024
Q1 		$401 Hold
25
– – ﹤0.01% 3050
2023
Q4 		$425 Buy
+25
New +$364 ﹤0.01% 2948
2023
Q2 		– Sell
-37
Closed -$557 – 3083
2023
Q1 		$557 Hold
37
– – ﹤0.01% 2794
2022
Q4 		$702 Hold
37
– – ﹤0.01% 2752
2022
Q3 		$1K Hold
37
– – ﹤0.01% 2597
2022
Q2 		$1K Buy
+37
New +$957 ﹤0.01% 2597
2021
Q4 		$1K Hold
37
– – ﹤0.01% 2521
2021
Q3 		$1K Hold
37
– – ﹤0.01% 3532
2021
Q2 		$1K Hold
37
– – ﹤0.01% 3581
2021
Q1 		$1K Buy
+37
New +$1.17K ﹤0.01% 3413

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

Harbour Investments's JBGS Position: Q4 2024 in Review

Harbour Investments sold out of JBG SMITH (JBGS) in Q4 2024, closing a stake of 25 shares — an estimated $437 sold.

Harbour Investments first reported a position in JBGS in Q1 2021 and held it in 12 quarters. The position peaked at $1K in Q3 2022. 215 funds tracked by Wall St. Rank hold JBGS as of Q4 2024.

  • Harbour Investments reported no remaining JBG SMITH position as of Q4 2024 after selling out during the quarter.
  • Harbour Investments sold 25 JBG SMITH shares in Q4 2024, an estimated $437.
  • Harbour Investments first reported a position in JBG SMITH in Q1 2021 and held it in 12 quarters.
  • Harbour Investments's JBG SMITH position peaked at $1K in Q3 2022.
  • 215 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2024.

Based on Harbour Investments's 13F filing for Q4 2024, filed 10 Feb 2025.