Hemington Wealth Management’s JBG SMITH JBGS Stock Holding History

Hemington Wealth 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	-2	Closed	–	–	1663
2024 Q3	$0	Buy	+2	New	+$34	﹤0.01%	1614

Other funds holding JBGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hemington Wealth Management's JBGS Position: Q4 2024 in Review

Hemington Wealth Management sold out of JBG SMITH (JBGS) in Q4 2024, closing a stake of 2 shares.

Hemington Wealth Management first reported a position in JBGS in Q3 2024 and held it in 1 quarter. The position peaked at $0 in Q3 2024. 215 funds tracked by Wall St. Rank hold JBGS as of Q4 2024.

Hemington Wealth Management reported no remaining JBG SMITH position as of Q4 2024 after selling out during the quarter.
Hemington Wealth Management sold 2 JBG SMITH shares in Q4 2024.
Hemington Wealth Management first reported a position in JBG SMITH in Q3 2024 and held it in 1 quarter.
Hemington Wealth Management's JBG SMITH position peaked at $0 in Q3 2024.
215 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2024.

Based on Hemington Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.