HPC
JBGS

HM Payson & Co’s JBG SMITH JBGS Stock Holding History

HM Payson & Co’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
-45
Closed -$787 – 1092
2024
Q3 		$787 Buy
+45
New +$763 ﹤0.01% 1038

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

HM Payson & Co's JBGS Position: Q4 2024 in Review

HM Payson & Co sold out of JBG SMITH (JBGS) in Q4 2024, closing a stake of 45 shares — an estimated $787 sold.

HM Payson & Co first reported a position in JBGS in Q3 2024 and held it in 1 quarter. The position peaked at $787 in Q3 2024. 215 funds tracked by Wall St. Rank hold JBGS as of Q4 2024.

  • HM Payson & Co reported no remaining JBG SMITH position as of Q4 2024 after selling out during the quarter.
  • HM Payson & Co sold 45 JBG SMITH shares in Q4 2024, an estimated $787.
  • HM Payson & Co first reported a position in JBG SMITH in Q3 2024 and held it in 1 quarter.
  • HM Payson & Co's JBG SMITH position peaked at $787 in Q3 2024.
  • 215 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.