I
JBGS

InceptionR’s JBG SMITH JBGS Stock Holding History

InceptionR’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
Q3 		– Sell
-12,453
Closed -$187K – 481
2023
Q2 		$187K Buy
+12,453
New +$181K 0.1% 377

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

InceptionR's JBGS Position: Q3 2023 in Review

InceptionR sold out of JBG SMITH (JBGS) in Q3 2023, closing a stake of 12,453 shares — an estimated $187K sold.

InceptionR first reported a position in JBGS in Q2 2023 and held it in 1 quarter. The position peaked at $187K in Q2 2023. 218 funds tracked by Wall St. Rank hold JBGS as of Q3 2023.

  • InceptionR reported no remaining JBG SMITH position as of Q3 2023 after selling out during the quarter.
  • InceptionR sold 12,453 JBG SMITH shares in Q3 2023, an estimated $187K.
  • InceptionR first reported a position in JBG SMITH in Q2 2023 and held it in 1 quarter.
  • InceptionR's JBG SMITH position peaked at $187K in Q2 2023.
  • 218 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2023.

Based on InceptionR's 13F filing for Q3 2023, filed 14 Nov 2023.